Step-By-Step Guide to Creating 'Add a Reminder' 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, then click the 'Deal Automations' button located in the top right corner.
3. Add 'Add a Reminder' Automation:
Once your current sales pipeline view changes to show only the existing deal automation, decide on the suitable stage for your pipeline and click '+ Add Deal Automation' under the appropriate stage.
4. Choose 'Add a Reminder':
Select 'Add a Reminder', then press 'Continue' at the top right of the page.
5. Configure the Reminder:
Create a title for your reminder, choose a type using the dropdown, and decide when you want to receive this reminder with the last dropdown. In the 'Assigned to' field, select the user to receive the reminder. You can add any necessary text in the editor. Once satisfied, click 'Continue'.
6. Set Up Custom Delay:
You can create a delay for this action at this point. Keep in mind that this delay will add to the one you selected when creating the reminder. As you input a value, the bolded text at the top updates to show the actual delay time. If you choose to create a delay, you should also set a descriptor explaining the reason for the delay in the last field. Press 'Continue' when done.
7. Confirm Automation Setup:
Your 'Add a Reminder' automation is now active. You can verify your new automation under the corresponding stage on the original 'Deal Automations' page.
8. Review Automation Details:
Your automation should appear set to happen immediately, with your chosen descriptor displayed beneath it. If you click the small button on the right, you will see options to adjust or remove the automation.
Once the automation is set, a small button to the right of the automation lets you manage it. 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'.