? TIME STAMPS ?
0:00 Intro
1:33 Create A Workflow Rule
7:01 Customize Workflow Based On A Response
8:25 Displaying Workflow Execution
Tutorial Summary
- The video guides on scheduling emails through workflows in a Customer Relationship Management (CRM) system.
- It uses the ‘deals module’ as an example but emphasizes that the method applies to any module where an email address is accessible.
- A workflow rule is created to send automated follow-up emails when a deal moves to the proposal/price quote stage.
- The triggering action (editing the deal’s stage to proposal/price quote) is chosen and criteria are set up for which deals should undergo this automated process.
- Immediate and scheduled email notifications are set up using templates, and the sender is chosen.
- Multiple follow-up emails are scheduled, with the number of days delay based on the original trigger, not on the previous email.
- The necessity of ensuring that if the deal’s stage changes (to negotiation, closed, etc.), the scheduled actions are canceled to avoid inappropriate follow-ups, is emphasized.
- The video demonstrates how to check the scheduled emails on the CRM’s deal record timeline and confirms that if the deal’s stage changes, the upcoming emails are canceled.
- It concludes by emphasizing the need for careful setup of automation to avoid negative or clumsy interactions with prospects and explains that this method is suitable for deal or lead-focused emails.