Every activity you perform in business has a process. From how you prepare for a meeting, to what to do when a homeowner calls in, they are all processes. Mapping out all of your processes is the first step in implementing automation.
Tracking custom fields consolidates your info, and prevents errors due to outdated or inaccessible data. Custom fields help workflows by making it easier for you to evaluate, categorize, report on and customize communications. Learn how to plan and set up custom fields in association management.