X2WorkFlow How Tos

X2CRM has a powerful Workflow Engine that supports all customer interactions across the 20+ modules. Learn more about how the X2WorkFlow works and how it can save companies time and effort when managing customer interactions.

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Kathy Eckel
Triggers

X2CRM’s powerful secret is the Workflow Engine called X2WorkFlow that supports, automates, and tracks all of the customer interactions across the 20+ CRM modules. The automation occurs by a variety of workflow triggers which are outlined here.

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