This post was written by Efficyers

During this webinar we will show you how to get the best out of the Action Flow and DocuTool.

How to automate your actions and documents and how to send the documents to your customers and prospects.

Please register to receive the login link and join us online on: Thursday, 22 October at 9.30 am.


  1. Efficy’s online help
  2. How to use the Action Flow Tool?
  3. What is the DocuTool?
  4. Sending documents to customers and prospects
  5. Q&A


Download "How to succeed with your CRM Project"

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