Keitha McAdams

BPA Consultant SuccessFULL Solutions

I’m Keitha McAdams. I build systems that sell while you sleep. As a Business Process Automation consultant, I specialize in designing smart workflows and automations that drive revenue, reduce errors, and create operational clarity for high-ticket consultants and professional service firms.

Blog by Keitha McAdams

How to Automatically Assign Leads (So Nothing Falls Through the Cracks)

05/22/2026 08:00 AM - By Keitha McAdams - Comment(s)
How to Automatically Assign Leads (So Nothing Falls Through the Cracks)
Learn how to automatically assign leads in Zoho CRM using round-robin or criteria-based rules—plus notifications and task automation to ensure nothing falls through the cracks.

Your CRM Isn’t Broken—It’s Just Not Designed to Sell

05/08/2026 08:00 AM - By Keitha McAdams - Comment(s)
Your CRM Isn’t Broken—It’s Just Not Designed to Sell
Think your CRM isn’t working? Learn the difference between a storage system and a revenue system—and how to use Zoho CRM automation and pipeline stages to drive more sales.

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