Overview: #
Marketing Automation in Intellent CRM (previously known as Perfex CRM) is a powerful tool designed to help you automate various marketing tasks, streamline your workflows, and manage campaigns with ease. It allows businesses to create and schedule marketing campaigns, segment contacts, and track engagement without manual intervention. The automation features save time and ensure that campaigns are executed efficiently.
Getting Started with Marketing Automation #
Accessing Marketing Automation: #
To begin using Marketing Automation in your Intellent CRM:
- Login to your Intellent CRM.
- Navigate to the Marketing Automation section in the main menu.
- From here, you can view and create new campaigns, workflows, and manage automated tasks.
