Step-By-Step Guide to Creating 'Add Deal Tag' Automation
1. Access Applications Menu:
Hover over the navigation bar to the left of the dashboard and select ‘Deals’.
2. Access Deal Automations Menu:
In the Deals application, click on the 'Deal Automations' button located in the top-right corner.
3. Selecting Stage:
Select the stage suitable for your pipeline. Your current sales pipeline view will change to show only existing deal automations. If you have not created any automations yet, this page will be blank with a '0' at the top of each stage.
4. Add Deal Automation:
Click on '+ Add Deal Automation' under the selected stage.
5. Adding Deal Tag:
Click on 'Add Deal Tag', followed by 'Continue' in the top-right corner.
6. Choosing the Tag:
From the dropdown menu, choose the tag you want to add. If needed, you can create a new tag by clicking the '+' icon. Once you're done, click 'Continue'.
7. Set Delay (optional):
You can set up a custom delay for the action. Input the value for the delay, and the bold text at the top will update to show the actual delay time. Provide a description for the delay in the final field. When finished, click 'Continue'.
Note: You do not have to set a delay. You can keep each field set to '0' if you want the action to happen immediately.
8. Automation Confirmation:
After the previous steps, your new automation is now active. You can review it under the relevant stage on the 'Deal Automations' page.
Managing Automation
Once the automation is set, a small button to the right of the automation allows you to manage it. You can use the 'On/Off' toggle to enable or disable the automation without removing it. If you wish to modify the automation, click 'Edit'. To permanently remove this automation from the deal stage, click 'Delete'.
Note: It's possible to create several automation steps within one deal step. However, when adding more than one automation, be careful with the delays to prevent any overlapping actions. Once an automation step takes place, it cannot be reversed.