New Feature – Automation & Workflow Management – Request Update to Records

If you use LeadMaster’s Workflow Automation you know that in order to send a ‘Request to Update Records (a Lead-Xpress request) you need to use the task manager, at least until next week.

Starting next week the ability to request an update to a record will be available as an action, triggered from workflow processes configured for:

  • Adding new records
  • Updating existing records
  • An email recipient opens an email message
  • An email recipient clicks on a link in an email message
Add Workflow Action - Request to Update Record

Add Workflow Action – Request to Update Record

Request to Update Record

Request to Update Record

Here is an of example of how you can use this feature – if lead status has not been updated send a request to update the record.  Simple, easy and straightforward.

 

The all-in-one solution for managing leads and customer relationships, automating marketing, email marketing, call center and inside sales.

Explore posts in the same categories: LeadMaster Solutions, What's New at LeadMaster

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