This is a presentation that I gave to the Synergy Users Group on using the Event Manager with Synergy Workflow.

The workflow that was created was using an example of having the Event Manager search for new prospects in the Synergy database. When they were found, a workflow request was created for the sales person.

This presentation has 68 slides describing this process and showing all of the necessary steps at creating this automated workflow notification.

If you have other ideas on additional uses for the Event Manager or Synergy, please contact us so that we may include them in future documents.

Download the presentation at this link on the left menu.  You must be a registered user to download.