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How to Edit a Deal Automation
How to Edit a Deal Automation
Zach N. avatar
Written by Zach N.
Updated over a week ago

Note: Access to the Deals app is exclusively available to DashClicks Pro plan subscribers.

Step-By-Step Guide to Editing Deal Automation Steps

1. Access Applications Menu:

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

2. Navigate to Deal Automations:

Ensure you're on the 'My Deals' tab, then click the 'Deal Automations' button located in the top right corner.

3. Find the Automation Step to Edit:

Locate the automation step you need to modify from your list of automation steps. In the top-right corner, click on the ellipsis icon and then select 'Edit'.

4. Walk Through the Setup Process:

You will be taken to the beginning of the setup process for this type of automation. Follow the same steps, making necessary adjustments as you go. This can include altering the automation type.

5. Save Changes:

When you've finished making modifications, press 'Continue' in the top-right corner until your changes are saved. They will take effect immediately.

Note: This process allows you to modify existing automation steps, including changing the automation type if required.

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