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Expert Webinar: Vantagepoint CRM Workflows and Dashboards
September 1, 2022 @ 12:00 pm - 12:45 pm EDT
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Join the webinar for an in-depth review on how workflows can save time by automating processes and the use of dashboards to quickly deliver important key-performance indicators to stay on top of your company’s operations.

Using standard workflows saves valuable time when entering new records in Vantagepoint. Learn about the types of workflows available and when they might be most helpful. Select workflow functions that align with your business processes and set them as everyday procedures in Vantagepoint. Common workflows available right out of the Vantagepoint “box” include warning/error validations, email notifications, field requirements, conditional changes and field calculations, all of which can be configured without any database coding experience.

Vantagepoint also allows the user to use powerful dashboard functionality that provides at-a-glance graphical views of key performance indicators (KPIs) relevant to a particular objective or business process to assist in making business decisions.


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September 1, 2022
12:00 pm - 12:45 pm EDT
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Aktion Hosted Webinar


Aktion Associates