Effective 31 October 2019, the Sales Optimizer and opportunity workflow features will be enabled by default. These features are now included as part of the standard Agency Client License and offered free for all current and future users.
For more information about the Sales Optimizer and opportunity workflows, refer to the following articles:
- Sales Optimizer Overview
- Creating Opportunity Workflows
- Creating Visual Workflows for New Opportunities
- Creating Opportunity Automation Based on Pipeline Stage Changes
- Scheduling Sales Task Reminders in Visual Workflows and Action Groups
- Sales Optimizer Tasks Report Overview