Workflow. Powerful Automation in your Business

How can one automate business processes using a CRM system?

In this video tutorial: Discover how to create workflows, define their target entities, add or change trigger types and scheduling, set conditions and actions.

• General Overview
• How to configure user interface
• Calendar and Activities
• Dashboard and Dashlets
• Entity Manager
• Layout Manager
• Import Data
• Reports and Analytics
• Export reports to Excel format in EspoCRM
• Workflow. Powerful Automation in your Business
• Security Roles in EspoCRM