Thanks Paul, excellent video, simple yet complete example, well explained at just the right speed.
@kevinkang9654
4 жыл бұрын
great demo, thank you very much!
@iGoSalesandMarketing
4 жыл бұрын
Thanks Kevin. Glad you liked it.
@nazirhussain6731
6 жыл бұрын
Paul. I am new to CRM world but your video on workflow is very informative, easy to follow and educational too. I look forward to learning more about SuiteCRM and what possibilities/opportunities it opens up. See you and keep on doing the good work that you do.
@RicardoGrob
6 жыл бұрын
Hi Paul, nice tutorial video !! Suggest that you end the demo testing the execution, in other words adding a Lead that will meet all the selection criteria defined in the workflow and show that such lead has been added to the target list, then show that an email has been send (you could create yourself as the Lead and then send the email to yourself) and finally show to the audience that the Call log record as been created !!
@iGoSalesandMarketing
6 жыл бұрын
Hey Ricardo, thanks for your suggestion. Trying to keep the video short. I'll have future videos on more types of workflows.
@jowyobado33
Жыл бұрын
Hey Paul, thank you for this very informative tutorial. I look forward to successfully implementing it in my current project. Will definitely give you feedback afterwards.
@iGoSalesandMarketing
Жыл бұрын
Glad it was helpful!
@adydick
5 жыл бұрын
Great video. Thank you!
@Bartskol
5 жыл бұрын
1:50 I love those hacking matrix noises in the background.
@roxanahosseinali5869
4 жыл бұрын
The video was great and helpful .would you please take a video for how to create calculated field and how it works? Thanks
@iGoSalesandMarketing
4 жыл бұрын
There are no calculated fields in SuiteCRM. You can create a field to hold the data and then create a Workflow (which supports a calculation) you can then populate the field on save based on the calculation.
@peterkingston4883
4 жыл бұрын
Thanks for taking the time and making the effort. I've never used a CRM product, as I think they all look horrendously difficult. This is the first SuiteCRM video I've seen. It was really useful to see you set it up 'warts and all'; seeing the mistakes you also make actually helps me with understanding the detail. So, inspired, I'm going to give it a go! Have you got a video to show how to install the software and get started?
@leandroperez8157
5 ай бұрын
Hi Paul, Do you have a video explaining how I can create areas (e.g. Human Resources) services served by the area (opening jobs for new employees/ requesting vacations/ dismissing employees/ doubts about benefits)... where each service will have a flow going through approvals and even other areas with their SLA and alerts?
@iGoSalesandMarketing
4 ай бұрын
I would use OrangeHRM for that it's free and open sourced and is suited to what you are trying to do. It would be very complex to set that up in SuiteCRM.
@mubasharali5909
5 жыл бұрын
Great video! I learned the lesson. I am new to CRM. Ad I accidentally discovered that I really need a CRM when I just accidentally download a sales funnel excel file.. I am new to suitecrm (and all CRM). From where I should start implementing suitecrm for myself.
@xhostcom9284
5 жыл бұрын
Download it after creating an account, upload etc and browse to the directory hostname/suite (whatever) to set it up. Fairly easy there are tuts on site
@黃裕哲-o5x
Жыл бұрын
thanks for the tutorial. if i need to be the administrator to make workflow with sending email? or I need to setup for my personal office365 outlook in suiteCRM? thanks.
@iGoSalesandMarketing
Жыл бұрын
Anyone can send an email or create a workflow as long as it is allowed by the admin.
@KrishnaKumar-hr2fm
3 ай бұрын
Hi paul, video was great, I tried but I couldn't send the email.
@iGoSalesandMarketing
3 ай бұрын
Not sure what you mean by couldn't send the email. Could you elaborate?
@paulho90
3 жыл бұрын
Hi Paul, for email campaigns, does it and can it more or less replace mailchimp?
@iGoSalesandMarketing
3 жыл бұрын
Yes, and no. I depends on what you want to do. If all you want to do is send an email to a list of people, then yes, it can replace Mailchimp. If you're trying to do a Drip Campaign, you'll need something like Mautic.
@articulatprivatelimited2742
3 жыл бұрын
@@iGoSalesandMarketing Yup... Got it... Thanks so much...
@mohamedkhaledayari2031
3 жыл бұрын
Hi Paul, thank you for te video. I want to know if it is possible with the workflow to create automatically an event in the calendar from the field "Expected Close Date" written in the opportunity ?
@iGoSalesandMarketing
3 жыл бұрын
Yes, absolutely. You can create a workflow to do pretty much anything you want. You just have to think through the conditions that trigger it and that you want to take place when it's triggered.
@464aga
3 жыл бұрын
how to send a scheduled email (eg 5 days after registration) ?
@iGoSalesandMarketing
3 жыл бұрын
I just added a new video on how to schedule a call after a new lead. You can pretty much use that exactly except send and email instead of create a call.
@464aga
3 жыл бұрын
@@iGoSalesandMarketing wow cool.. i will checkout the video later. Thanks
@PhilEmery-Toronto
5 жыл бұрын
Hi Paul. Following your directions there is nothing that is added to the target list. I think you may have missed a couple of fields in the "add to target" step.
@iGoSalesandMarketing
5 жыл бұрын
Sorry, I see I selected "create a record" in the video, you want to Modify a record, record type=leads and add relationship : targts- targetlists = "whatever your target list name is"
@PhilEmery-Toronto
5 жыл бұрын
@@iGoSalesandMarketing Hey Paul - I tried that - it didn't work. I think there is a step missing
@concerned_2023
4 жыл бұрын
Thanks for the info. I am thinking of setting this up on a VM in Azure. Are you using the free version? Is there a projects component where projects can be assigned to staff on behalf of the client?
@iGoSalesandMarketing
4 жыл бұрын
Yes this is the open source free version. There is a full project management module. This will be the subject of an upcoming video.
@JamAlong
6 жыл бұрын
Hello Paul, we are looking for a CRM, in particular on that allows for a lot of charts and visual repors, as we;ll a a high degree of customization...is this app a fit for this?
@iGoSalesandMarketing
6 жыл бұрын
Yes, SuiteCRM has a report builder which includes spreadsheets and also pie charts, graphs, etc. It takes a bit of work if you want something complex, but all the tools are there. Plus, you can then add any report or graph to your dashboard.
@mary12a
6 жыл бұрын
Hello Paul, Its a great video, but I have a question how do I know I have a schedule for this workflow? or should I create it? If it is like that when I create it, it asks me for a "Job" and I have no idea what is that. Thank you so much
@iGoSalesandMarketing
5 жыл бұрын
As long as you have your cron jobs set up properly on your server, there is a scheduled job that runs in the scheduler to process workflows.
@Mikkogram
6 жыл бұрын
I have problems implemnting a workflow: when defining the condition module i want to go cross module. e.g. someone writes a note in one of my planned meeting. I want to set up a workflow as follows: write an update email to all but the one that wrote the note. conditions are: (module/field/operator/typ/value) overall module is notes 1) notes/subject/equal to/any change (to make sure the email will go out as soon as somebody fills the needed subject field and hits save) and 2) meetings:meetings/created by/!=/field/created by (the one that created the note that is connected to the meeting is not equal to the one that created the meeting). does not work. dont know why. I really start hating suiteCRM again
@iGoSalesandMarketing
6 жыл бұрын
You can contact me through my website, if you'd like to hire me to troubleshoot, I'd be happy to help.
@suziewilliams1576
4 жыл бұрын
how do i do a campaign
@iGoSalesandMarketing
4 жыл бұрын
I have a video on that: kzitem.info/news/bejne/wI94n2SGa4iEY4o
@charliemopps4926
6 жыл бұрын
That's not really what I'd call a workflow... This looks more like a rules engine.
Пікірлер: 46