Enterprise 11.x Use Cases - Payroll Use Case – Using Web Recorder to Automate Sales Commission Calculations

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.

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Enterprise 11.x Use Cases - Attended Automation Use Case – Adding a Spouse to an Existing Insurance Policy
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