Work Smarter CRM Help
Triggers With Work Smart Digital
This video is an overview of how "TRIGGERS" function.
This video is an overview of how "WORKFLOWS" function.
How to set up some common automations via forms and triggers.
How to set up some common automations via appointments and triggers.
How to initiate an action based on when a TRIGGER LINK is clicked by a person.
Sending task reminders.
Adding a note using a trigger
This video shows you how to create a calendar that multiple team members can be booked through.