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Creating a Workflow Step by Step

Our monthly Zoho User Sessions are designed to give you the tips, tricks, and tools you need to effectively and efficiently manage your business with Zoho CRM. Join us for our next session on Thursday, August 27th at 3:00 PM.

This FREE online 30-minute Zoho CRM session will show you how to create a a workflow step by step, including:

  1. Craft an email template
  2. Set up a field within a module
  3. Build and trigger a workflow

This event is Online and FREE to attend!  Just RSVP below.

To know more about ZOHO CRM or start a FREE account Click Here.

 

 

 

Gravity Marketing LLC is a Zoho Authorized Partner

About Gravity Marketing Zoho User Sessions

Gravity Marketing launched the first and only Zoho User Session in Wisconsin, offering regular sessions throughout the year since 2018. Given the growth in Zoho users we ramped up our session monthly. Join us on the 4th Thursday of the month to share Best Practices, Real Case applications, Tips & Tricks and New Features of ZOHO CRM and related sales and marketing apps.

Attendees have the opportunity to ask their own questions and get real-time solutions for their CRM.

Please RSVP using the form above.

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