Step-By-Step Guide to Creating 'Add a Note' Automation

1. Access Applications Menu:

Hover over the navigation bar to the left of the dashboard and select ‘Deals’.

2. Navigating to Deal Automations:

Ensure you're on the 'My Deals' tab in the 'Deals' application. Click the 'Deal Automations' button located in the top right corner.

3. Add 'Add a Note' Automation:

Your current sales pipeline view will transition to display only the existing deal automations. If no automations have been created yet, this page will be blank. Choose the appropriate stage for your pipeline and click '+ Add Deal Automation' under the chosen stage.

4. Choose 'Add a Note':

Select 'Add a Note' then click 'Continue' at the top right of the page.

5. Enter the Note:

Use the text editor to input your desired note. Click 'Continue' when done.

6. Set Up Custom Delay:

Here, you can set a custom delay for this action if needed. As you input a value, the bolded text at the top will adjust to display the actual delay time. If a delay is created, a descriptor explaining the reason for the delay should be added in the final field. Click 'Continue' when finished.

Note: Creating a delay is not mandatory. You can set each field to '0' if no delay is required.

7. Confirm Automation Setup:

Your 'Add a Note' automation is now active. You can check your new automation under the corresponding stage on the original 'Deal Automations' page.

8. Review Automation Details:

The automation should appear as set to happen immediately, with your chosen descriptor displayed below it. Clicking the small button on the right will display options to adjust or remove the automation.

Managing Automation

Once the automation is set, a small button on the right of the automation allows you to manage it. Use the 'On/Off' toggle to enable or disable the automation without removing it. To modify the automation, click 'Edit'. To permanently delete this automation from the deal stage, click 'Delete'.

Note: It's feasible to set several automation steps within a single deal step. When adding more than one automation, ensure the delays don't overlap to avoid any conflicting actions. Remember, once an automation step has occurred, it cannot be reversed.