Revolutionizing Workflow Management with Appointment Status Goal Events

Exciting Workflow Update: New Goal Event Based on Appointment Status

We're always striving to make our platform more efficient and user-friendly. That's why we're excited to announce the addition of a highly-requested feature to our workflow system–an update on goal events!

Introducing Appointment Status Goal Events

From now on, you can easily set up a goal based on the appointment status of a contact in a specific calendar. This feature allows you to better plan your workflows and respond to your contacts by leveraging appointment status triggers.

Goal-Appointment-Status

This addition reinforces our commitment to providing the most extensive and customizable options for you to improve communication and reach your marketing goals.

How to Use the New Goal Event

To make the most of the new Appointment Status goal event, follow these simple steps:

  1. Access the workflow editor in your SMBcrm account.
  2. Choose a specific workflow or create a new one.
  3. Select 'Goal Event' from the available options.
  4. In the dropdown menu, choose 'Appointment Status' and set your preferred conditions.
  5. Save the changes to your workflow and enjoy the improved automation.

This update is designed to enhance and simplify your workflow management experience and help you reach your goals more effectively. We hope this feature will be a valuable addition to your marketing arsenal.

Keep Exploring

Remember, SMBcrm is constantly evolving to better serve your needs. Stay tuned for more updates and announcements, as we're dedicated to building the most comprehensive and user-friendly platform to help you excel in your marketing efforts.

In Case You Missed It: Check out the latest article on our internal product announcements and dive deeper into the exciting new features and updates.

SMBcrm logo with intertwined blue and green design.

Introducing SMBcrm

We are thrilled to announce that SMBcrm has evolved!

We have embraced a new identity as SMBcrm, reflecting our enhanced commitment to provided tailored CRM solutions for small and medium-sized businesses.