For all Automation Triggers there is the ability to complete specified actions instead of sending emails, SMS or in-app notifications;
- Close Lead As Lost - Will automatically close the lead as lost - can select a Close Reason to be applied here.
- Create Calendar Event - Will automatically create a calendar event - can select a Event Type to be applied here.
- Reallocate Lead - Will automatically reallocate the lead - can select a user to reallocate to.
- Create Appraisal Offer - used in conjunction with the 'Group Account Visibility' role can be used to automate the creation of Appraisal Group Offers when completing Appraisals.