In this example of Sage CRM’s workflow engine, the user has the choice of selecting from more than 1 workflow. And, the rules that display are conditional to the opportunity type.

Dan Cousins has been managing CRM projects for over 20-years. He and the team at My CRM Manager have distinguished themselves by being incredibly effective at helping companies maximize their investment in integrated CRMs. Dan has routinely been asked to speak at national Sage sponsored events.

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