Update Automation Status

• Related Articles

• Automation Overview

  Utilising automation is a brilliant way to scale your business without investing in additional staff and time consuming strategies. The automation feature allows you to create a series of events which are completely managed by the platform. It is ...

• Edit an Automation

  To Edit an automation Locate relevant automation via the automation list or using the search feature Click the Edit button on the right side of the relevant automation > From the Automation Setup screen you’ll be able to click on existing Triggers, ...

• Create New Automation

  Click the Plus symbol at the top right of your screen Click on Triggers located in the pane on the right side of your screen Select the Trigger that you would like to use for your automation Drag selected Trigger into the Trigger box of the flow ...

• Create a New Role

  To create a new Role Click the plus sign on the top right of the screen Select Add Role Enter a name for the new Role Select access options for Account Administration: Should this role have the ability View Account Details, Update Account Details, ...

• Managing Tags

  Tags are one of the many ways available to you to help with organising data. One or more tags can be applied to each contact record to provide additional information and an easier way for contacts to be located again by searching for that particular ...