Exclude Individual Leads From Automation Activity

Exclude Individual Leads From Automation Activity

We've now added a manual check box to 'Exclude From Automation' on the View Lead screen.  Checking this box on an individual lead will stop any automation activity that would normally trigger on the lead for the duration it is ticked.  When unticked if the automation trigger is met, it will begin triggering the automation actions again.

For example the dealership might have a automation rule stating that if any lead falls into Overdue it will trigger an email to the Sales Manager.  If this box is checked it will NOT trigger the email, but as soon as it is unchecked if it meets the criteria to trigger automation it will resend the Overdue email if the lead remains in that state.

Please note that the check box ONLY applies to the selected lead.  If the customer has multiple leads the automation trigger may still occur on other leads unless the 'Exclude From Automation' check box is ticked on all of the customers leads.





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