Production and Workflow Automation in Leap CRM

Streamline your workflows and eliminate manual tasks with Production Automation in Leap CRM! In this video, we walk you through how to set up and use Production Automation to save time, improve accuracy, and keep your jobs moving seamlessly.
What You’ll Learn:
✔️How to automate job stage progression based on key actions like scheduling appointments, creating estimates, and resulting appointments.
✔️How to enable Stage Locking to ensure tasks are completed before jobs move forward.
✔️How the Automation Alert Center keeps you on top of tasks and follow-up emails.
Production Automation gives your back office the tools to stay organized, reduce errors, and improve efficiency-so you can focus on what matters most: delivering results.
🔗 Learn more about Leap CRM and Production Automation here: hubs.ly/Q02_pSR60
📚 Need help? Check out our Knowledge Base: hubs.ly/Q02_pCM50
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