Use the menu on the left side of your screen to learn about the special automation utilities available to turboDial users.
Articles
- Troubleshooting HTTP POSTs
- Automating an Opportunity Stage Move
- Automatically set an Opportunity Next Action Date
- Automatically Defer or Complete Tasks
- Automatically Set a Date Field
- Add/Remove Contact from Saved Search in turboDial
- Set Contact Owner to Most Recent Call Note Owner
- Store a Value in Most Recent Outbound Call Note
- Copy a Call Note Field Value into a Contact Field
- “Do Not Call” Utility