Automations are automatic actions that happen when pre-set rules with certain triggers happen. An example for illustration, if you want to send an SMS or email that welcomes a new lead. You’ll have a field where you enter the automation title, then pick the needed action from the available drop list; which will be “send […]
Category: Automations
What automations does Flash Lead offer?
Flash Lead Pro offers 3 automations: Send: Send SMS and e-mail. Assign: Assign leads to sales persons or team leaders based on certain action. Example: when a new lead is assigned in the XYZ list, assign this lead to team members only. Move: move leads from X list to Y list. Example: when lead reaches […]
How do you set a SEND automation?
1. Go to Automations 2. Press Add New and select the Send automation. 3. Fill in all the needed info to create this automation 4. Press Create/Update
How do you set an ASSIGN or MOVE automation?
1. Go to Automations 2. Press Add New and select the automation type you want 3. Fill in all the needed info to create this automation 4. Press Create/Update
How do you delete an automation? Pause an automation? Edit an automation?
To Edit or Delete, click on these signs To Pause(deactivate), change the status here then update
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