Close Crm Workflows
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15/07/25
Close CRM Workflows: A tutorial on how to effectively close or deactivate workflows within a Customer Relationship Management (CRM) system, covering best practices for archiving data, notifying stakeholders, and ensuring a smooth transition. #CRMWorkflows #SalesforceTips
00:00 Intro
00:06 Access Workflows
00:12 Identify Workflow
00:17 Close Workflow
00:21 Confirmation
00:24 Workflow Archived
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