Project translated automatically. Log in or register, to view the original In the transaction tab there is a field of text type "comments" 2nd At a certain stage of the crm, the rule of automation is set. Send an email to the customer in the content, enter the meaning of the comment Three Automation will wait until the comment box is filled (if it is empty, it will not send an email) 4 . The transaction card goes to the corresponding phase of the turn (with the automation rule) and the comments are empty, but after a day in this phase the responsible filled the comment field and then operates the automation rule (the field is filled) and the letter is sent IMPORTANT: the rule will enter into force after the comment field is filled without the need to change the phase It is about the conditions/cycles, which at this stage the boards check if the field is filled, if so, then the rule is activated.

Proposals 1

Iryna Artsimenia

Winning proposal

7 0

Projects 7
Rating -
Rating 397

Budget: 700 UAH Deadline: 2 days

I make the settings according to tz, all the information will be sent in the messages

Marianna P.
Hmelnik, Ukraine

Projects 2
Rating -
Rating 91

Automation of Processes

Client's review of cooperation with Iryna Artsimenia

Automation of Processes

5.0

Marianna P.

Freelancer's review of cooperation with Marianna P.

Automation of Processes

5.0

Iryna Artsimenia

Iryna Artsimenia

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