CRM & communications
CRM scenarios
Scenarios help process customer-work events. They do not manage participants of VORKO trade deals.
Where to find itCRM → More → Settings → Scenarios
Create and review
CRM settings contain scenarios, an editor, a library and a journal. Define the customer event and action, then review conditions and rights before using a rule.
Separate from VORKO automation
The home-screen Automation tile adds employees to VORKO deals at selected stages. CRM scenarios concern leads, cards, tasks and customer events. The two rule sets are separate.