Setting Up Automations

Setting Up Automations

Setting Up Automations

How to Create and Manage Automation Rules:

  • Creating an Automation Rule:

    1. Go to 'Admin' and select 'Automations'.

    2. Click 'Create Automation'.

    3. Define the trigger, condition, and action.

    4. Save the automation rule.

  • Editing an Automation Rule:

    1. Navigate to 'Automations'.

    2. Choose the rule to edit.

    3. Make changes and click 'Update'.

Why This Matters: Automations streamline repetitive tasks, ensuring that necessary actions are taken without manual intervention, which enhances efficiency and response times.

Tags: Automation Setup, Creating Automation, Managing Automations, Admin Settings, Workflow Automation, Efficiency, Task Automation, Real Estate CRM, User Guide, Process Improvement


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