Automation of Processes
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.
Client's review of cooperation with Iryna Artsimenia
Automation of ProcessesThe professional cooperation. Fast implementation .
Freelancer's review of cooperation with Marianna P.
Automation of ProcessesEverything is excellent, clear tasks and successful cooperation.
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397 7 0 I make the settings according to tz, all the information will be sent in the messages
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