Convoso Customer Workshop - Workflow Automation

We were thrilled with the turnout for our June 8 workshop held exclusively for Convoso customers. Convoso’s Product Marketing Director Tyler Hinton was joined by Senior Learning & Development Specialist Jen Knight for a 30-minute webinar that dove deep into workflow automation, an essential platform tool that allows outbound sales and lead generation customers to build efficiencies and improve productivity.

Workflow automation is designed to streamline tasks and processes. To help customers employ workflow automation to its full potential, the workshop covered these key areas:

  • The difference between workflow dialing and workflow automation
  • The basic triggers and more complex use cases for automation
  • How to automate compliance tasks 

For customers who missed this workshop, you can find the recording in Skilljar. Stay tuned for the next customer exclusive workshop!

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