I have any Aptify CRM project, creating work flow
I need to automate a task in aptify
we will be basically doing the following:
pull company record
from membership tab change membership type
change termination date
from subscription tab
select most recent record and cancel most recent subscription
from the orders tab
delete all quotations
Hi,
I'm having 7+ Years in CRM(Salesforce & MS-CRM) configuration with SQL knowledge,Using Aptify i can customize as you required without any hassles.
Please find my portfolio and I would appreciate the opportunity to discuss this with you further.
regards
siva