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Blog post

New Release – 28th MARCH 2021

29 Mar, 2021 | Release Notes

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New Feature

Feature 1: Workflows for CRM Opportunities and Leads

Impact area: CRM

Introduction: With this release, DEAR is expanding its workflow module In order to facilitate automation of some CRM function. The Workflow module can now be used to automate lead conversion, automate opportunity conversion, and program automated notifications to users to streamline the sales process.

Prerequisites:

Functionality:

  • In the DEAR menu, click Settings → Automation → Workflow.
  • On the Workflow List page, click Add New Workflow.
  • On the New Workflow page, enter a name for the workflow, then select the workflow type – you can now select Lead and Opportunity. Please see documentation for further details.

More information:

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