WEBINAR - 48 min 
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Coffee with Copper: Workflow Automation

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Author photo: Meg Filgiano

Meg Filgiano

Onboarding Manager

We asked our community what topics they wanted to hear more about, and workflow automation was the top request.

Workflow automation is an important tool that helps you automate the repetitive work of growing your business so your team can focus more time on the relationships that matter most.

In this webinar, we will be sharing best practices and customer stories to make you a workflow automation pro. We'll cover how to:

  • Reduce data entry and ensure data consistency by duplicating opportunities
  • Ensure a consistent process with stage based tasks
  • Keep the momentum going by getting reminders before leads get cold

Learn all about workflow automation now

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