Excel Web CRM Form Use Case -- Abbreviated Version

January 5, 2020

This video demonstrates automating the process of transferring customer data from an Excel spreadsheet to a CRM Web Form that contains text fields, a combo box, checkboxes, and buttons to record customer information including products where a customer has shown interest. This video shows all web form fields being captured.

Previous Video
Payroll Use Case -- Using Web Recorder to Automate Sales Commission Calculations
Payroll Use Case -- Using Web Recorder to Automate Sales Commission Calculations

This video demonstrates the use of the Web Recorder to automate currency calculations and determine a sales...

Next Video
Enterprise 11.x Use Cases - Workload Management Use Case Demo
Enterprise 11.x Use Cases - Workload Management Use Case Demo

<p>This video introduces Workload Management in the context of processing mortgage applications. It highlig...