Automations
Let the next step happen by itself
Automations create and assign the next task, and move a deal on when its proposal is sent.
When
Then
Build a rule, then run it.
Try it
Build a rule and run it
Choose what sets it off and what it does.
- Create and assign the next task automatically
- Move a deal on when its proposal is sent
- Fewer handovers to remember
In practice
What Automations gives you
The next task, made for you
When one thing is done, the next can be created and assigned.
Deals that move themselves
Sending a proposal can move its deal to the next stage.
On the larger plans
Which plans include automations is on the pricing page.
How it works
Automations in three steps
Choose what sets it off
A proposal being sent, for example.
Choose what it does
Move the deal on, or create and assign the next task.
Let it run
The next step happens without anyone remembering it.
Goes well with
FAQ
Questions about Automations
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