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Automations

Last update 6 days ago

Save time, money and eliminate manual processes from your workload while providing all clients with consistent personal communication. Select your trigger, choose your schedule, include any conditional logic and the action that should take place.

DJ Manager

How to view automations for an individual Lead

IIn your Leads page, click on the Ellipsis (3 dots) on the Lead and click on View Automations.

From your dashboard, select the Leads icon
Find the Lead you want to view the Automations for, and click the Ellipsis (3 dots) and select View Automations.
Queue will show Automations that are scheduled.
History will show Automations that have already happened.
Close the drawer using the "X"