TABLE OF CONTENTS 1. Automate Your Sales Cycle and grow your Business 1.1 Set up Sales Automation Process 1.2 Sales Automation Use Case 1.3 A...
Tue, 27 Aug, 2024 at 4:13 AM
How to Create a Sales Automation? Set up Sales Automation Process Go to Sales Automation Icon available on the left navigation bar. Click on &qu...
Tue, 27 Aug, 2024 at 4:14 AM
Users can now view/check the logs for every transaction triggered by the Sales Automation they configured. The Audit Logs will show various statuses - Succe...
Tue, 27 Aug, 2024 at 4:14 AM
How to Setup Sales Automations That Trigger Other Sales Automations In this session, we will briefly discuss the cause and effect aspect of sales automatio...
Tue, 27 Aug, 2024 at 4:15 AM
Users can now use merge tags while updating a field in an entity to populate values by referencing other entities. For instance, every time a document i...
Fri, 14 Jun, 2024 at 12:48 AM
The trigger event tells when the automation should run. It is the "if" portion of an if-then equation: if the programmed action occurs, the automa...
Thu, 6 Aug, 2020 at 11:39 AM
It is not possible to sync multiple pipelines with PSAs during integration. This is due to limitations with the PSAs - they generally only support a single ...
Mon, 6 Jun, 2022 at 4:20 AM
TABLE OF CONTENTS 1. Automate Your Sales Cycle and grow your Business 1.1 Set up Sales Automation Process 1.2 Sales Automation Use Case 1.3 A...
Tue, 8 Mar, 2022 at 6:59 AM
If managing opportunities and tracking deals was not work enough, preventing automatic reminder emails from triggering for lost opportunities also requires ...
Thu, 6 Jun, 2024 at 8:46 AM
The steps to set an Automation whenever a document is Won/Lost is as follows : 1. Go to Sales Automation > Click on Add Automation. 2. Set a name to ...
Tue, 27 Aug, 2024 at 4:16 AM
