How to Create and Manage Automation Rules. 

1. Navigate to Automation Settings
   
1. Go to Admin > Automations.
   
2. Select "Advanced Automation".
   
2. Create a New Automation
   
1. Click "Create Automation" or "New".
   
2. Enter a Name for the automation.
   
3. Set the Status (Active or Inactive).
   
4. Choose the Module (Listing, Contact, Deal, or Lead).
   
3. Define the Trigger & Criteria
   
1. In the Criteria section, set the condition that will trigger the automation:
   
1. When a record is created – Triggers when a new record is added.
   
2. On change of field values – Triggers when specific fields are updated.
   
3. When a record is created or updated – Triggers for both new and modified records.
   
4. When a record is not updated – Triggers if a record remains unchanged for a set number of days.
   
2. Apply filters to refine the automation (e.g., only notify if the lead is a buyer and not a tenant).
   
4. Set Up the Actions
   
1. Choose what happens when the automation is triggered:
   
1. Create a task (e.g., assign a follow-up to an agent).
   
2. Send an email (to one or multiple recipients).
   
3. Update record fields (e.g., change lead status to "Follow-up Required").
   
5. Save & Activate
   
1. Click "Save Automation" to finalize the setup.
   
2. The automation will now run whenever the defined conditions are met.
   

1. Go to Admin > Automations.
2. Select the automation rule you want to modify.
3. Make the necessary changes and click "Update".