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CRM

6 articles
Overview of CRMs
CRM Issue TypesGuidance on common CRM issues and how to resolve them.
CRM Rules Flow - Opportunities / Deals (Step 1)Guidance on how to configure Step 1 in your CRM Rules flow.
CRM Rules Flow - Dates (Step 2)Guidance on how to configure Step 2 in your CRM Rules flow.
Rules Flow - Miscellaneous (Step 3)Guidance on how to configure Step 3 in your CRM Rules flow.
Rules Flow - Segments and Filters (Step 4)Guidance on how to configure Step 4 in your CRM Rules flow.