Workflow – automation

TnL CRM provides a flexible automation system. It allows you to manage some internal processes on next level.

You can manualy create this automation processes. For example you want to send an email when a job is added to TnL CRM. It’s easy

Each workflow consist of some field: name, triger, callback.

Some callbacks have different options. For example “Send an email” callback have the option to choose an Email Template