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Can I automate the sales process in Vtiger?

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A sales process is highly customized with different steps or stages depending on the business.
With Vtiger CRM, you can create workflows for the different steps in your sales process. For example, you can create workflows for:
  • Generating a sales order,
  • Specifying the dates for sending an invoice
  • Getting approvals for your documents
  • For generating reports
To know more about automating sales-related tasks, you can read the following:You can also read documentation related to automation on our Knowledge Base portal. 
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