Build automated processes 🤖 to eliminate repetitive, manual tasks and streamline your everyday work. Here is everything you need to know about how to set up automation for Flowlu and incorporate business automation into your daily sales workflows.
▶︎ How to create an automation rule | 0:35
▶︎ How to automate follow-ups | 4:20
▶︎ How to automatically send emails | 5:43
▶︎ How to automatically change the sales funnel | 6:44
▶︎ How to automatically update the assignee | 7:41
▶︎ How to initiate a project automatically | 8:58
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Thank you for a video with someone actually speaking!!!
Glad you liked it!
Brilliant! Keep the videos coming! 🙂
Definitely, we will 😉
On the CRM, under the Contact’s Main page, any way to enable for an administrator to change the title of the box? For example, although we can input a phone number, any way to change the title of the phone number box? Let’s say I wanted a different set of information readily available rather than a phone number, can I change the title of phone number to something specific to my industry? The software is great. Thank you.
Thank you for asking. Currently, you can only add new fields but not to rename the existing ones.
@Flowlu – Cloud CRM & Project Management Software This is something I recommend, but nonetheless, the program is great with many features. Thank you
@Flowlu – Cloud CRM & Project Management Software Can you add new fields filling in a form at the sales stage that will become variables when moved to the project stage. Or forms in the project stage that would become products prior to quoting.
I’m so mindblown by all the possibilities. Amazing walkthrough!
We’re so glad you like it!
Can we use web opportunity forms at different stages in a workflow to add custom fields to projects or on the existing contact record
Thanks for asking! The automation for projects is not yet available but it will be surely released in the future product development. You can only update task or opportunity fields for now.