Automation - Actions

Automation - Actions

For all Automation Triggers there is the ability to complete specified actions instead of sending emails, SMS or in-app notifications;
  1. Close Lead As Lost - Will automatically close the lead as lost - can select a Close Reason to be applied here.
  2. Create Calendar Event - Will automatically create a calendar event - can select a Event Type to be applied here.
  3. Reallocate Lead - Will automatically reallocate the lead - can select a user to reallocate to.
  4. 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.


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