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10-13-2014, 02:31 PM #1Senior Member
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- Join Date
- Jun 2014
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- 137
CRM Tip of the Week - Taking the next step with guided workflow in Salesforce
Last week, we shared a post on creating a guided workflow for your team using the Next Step field in Salesforce. One of our readers suggested pairing this with a Next Step Date field to further guide your team to success. Check out his suggestion here!
The CloudMyBiz Team.
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