Automation - Filtering and Selecting Leads To Trigger Automation

Automation - Filtering and Selecting Leads To Trigger Automation

When setting up Automation you can specify the type of Leads you want to trigger the Automation.  You can choose from the below;
  1. Yards (select one or multiple yards incl Not Allocated)
  2. Users (select one or multiple user incl Not Allocated)
  3. Source (select one or multiple Sources incl Not Specified)
  4. Campaign (select one or multiple incl Not Specified)
  5. Makes (select one or more Makes)
  6. Contact Groups (select one or more Contact Groups)
When all of these settings are specified the lead must match ALL of the settings in order to qualify to trigger the automation action.  This means meeting all the requirements for Yards, Users, Source etc that are specified on the automation setting.


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