Workflows & Processes
Most businesses run predictable and repetitive tasks, often based on time or customer orders. In an ideal world, each task would be completed without interruption. In reality this doesn’t often happen.
Workflows can be created to automatically drive these tasks forward, so you spend less time remembering what needs to be done and more time actually doing it.
APEX Custom Solution can help:
- Identify repetitive tasks.
- Create criteria based workflows.
- Create automatic reminders.
- Set up email templates.