You can save time on repetitive tasks like manually sending emails or creating follow-up activities. For example you will be able to send an email when a new contact is added, create an event when the deal is moved into a specific stage, automatically assign a deal to a different owner when the deal is moved to stage, etc. We tried to make it simple!
If you are an Admin user you will find the link to create and manage automations in the Settings area. All users have a read access to the automation s in place, so that the are aware of what is happening in the application.
The automated action will be executed only once a day so that we will avoid to send multiple messages to the same people if you repeat an action like moving a deal to the same stage several times.
You can set the system to send an email based on a specific trigger like when a deal is created or updated (i.e moved to a stage), a person is created or updated. The email can be sent the contact person or different email (any).
The system will use the SMTP of the sales rep (if any), then if not found it will look for the SMTP of the group to which the user belongs. If no smtp is properly configured the email will not be delivered.
You can automatically create an event in your calendar when a deal is created or updated (i.e moved to a stage), a person is created or updated. In case of deals the event will be assigned to the deal owner in other case it can be assigned to a specific sales rep./user or randomly assigned within your organization or a specific team.
You can automatically create a deal when a person is created or updated, based on certain conditions.
This automation allows you to set the probability % for a deal when it is moved to a stage in of your pipeline, based on specific conditions like the location of the contact, the product, the user, etc.
Change Deal Owner
This automation allows you to automatically change the deal owner if the deal is moved to a specific stage and pipeline, with certain conditions. This is useful to escalate a deal to a different owner for its immediate attention.
Automations are not in real time, you may experience a delay between the event and the action