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Entrepreneurship

Introducing airSlate Document Workflow Automation [Video]

Create and automate paper-based workflows with airSlate — a no-code workflow automation solution. Set up role-based routing, send notifications to fill out and sign documents, and automatically transfer collected data to your system of record. Learn more at https://www.airslate.com/product/create-and-automate-workflows/?utm_source=youtube&utm_medium=social&utm_campaign=airslate-Workflow-Automation&utm_content=description🔵 Partner with the most powerful business automation platform to delight your customers: https://www.airslate.com/become-a-partner/?utm_source=youtube&utm_medium=social&utm_campaign=airslate-Workflow-Automation&utm_content=description🔵 Find everything you need to know about the latest business automation trends: https://blog.airslate.com/?utm_source=youtube&utm_medium=social&utm_campaign=airslate-Workflow-Automation&utm_content=description🔵 Follow us on our socials to stay up to date:https://www.facebook.com/airslatehttps://www.instagram.com/airslatehttps://twitter.com/airSlatehttps://www.linkedin.com/company/airSlate

Categories
Entrepreneurship

Automate Every Step of Your Contract Management [Video]

Create and negotiate contracts, get them eSigned, and collect payments with airSlate Contract Management. Set up document workflows on a single, no-code platform to close deals faster.Learn more at https://www.airslate.com/?utm_source=youtube&utm_medium=social&utm_campaign=Contract-Management&utm_content=description🔵 Partner with the most powerful business automation platform to delight your customers: https://www.airslate.com/become-a-partner/?utm_source=youtube&utm_medium=social&utm_campaign=Contract-Management&utm_content=description🔵 Find everything you need to know about the latest business automation trends: https://blog.airslate.com/?utm_source=youtube&utm_medium=social&utm_campaign=Contract-Management&utm_content=description🔵 Follow us on our socials to stay up to date:https://www.facebook.com/airslatehttps://www.instagram.com/airslatehttps://twitter.com/airSlatehttps://www.linkedin.com/company/airSlate

Categories
Entrepreneurship

How to select an opportunity record type on lead conversion [Video]

When converting a lead from salesforce, and when you have multiple opportunity record types, you may want to selectively add the record type without having to go into the opportunity and then convert the record. This is particularly true if you do not have multiple lead record types. If you had multiple lead record types you would simply map the two but this video shows you how to select the record type on opportunity conversion.Relevateconsulting.com.au is a CRM and Marketing Automation consultancy that helps people create amazing customer experiences. Rippahosting.com.au is our web hosting business.