Workflow Automation
- How to Create an Account Automation?
- How to Create a User Automation?
- How to Create a Lead Automation?
- Automation FAQ & Troubleshooting
- Automation Best Practices
- Automation – Feature Guide
- Opportunity Distribution Automation
- Mail Merge
- Lead Distribution Automation in LeadSquared
- How to Do Time Comparisons in Automation?
- Dynamic Responses in Lead Automation Actions
- Auto Check-In/Check-Out Guide
- Auto Check-In/Check-Out for Mobile
- Triggers in User Automation
- Triggers in Lead, Opportunity, Activity and Task Automations
- Triggers in Account Automation
- Schedule Automations At Regular Intervals
- Data Posted by Automation Triggers
- Bulk Automation Triggers
- Wait Until Workday Condition
- User Automation Conditions – Wait
- User Automation Conditions – If/Else
- Opportunity Automation Conditions – If Opportunity Exists
- LeadSquared Automation Wait Time Limit
- Lead Automation Conditions – Wait Until Activity
- Lead Automation Conditions – If Lead Exists
- Lead Automation Conditions – Compare
- Lead Automation Conditions – Wait
- Lead Automation Conditions – Split Test
- Lead Automation Conditions – If/Else
- Conditions in User Automation
- Conditions in Lead Automation
- Automation Conditions – If Email Open/Click
- User Automation Actions – Webhook
- User Automation Actions – User Check-Out
- User Automation Actions – Notify User
- User Automation Actions – User Check-In
- Opportunity Distribution Automation
- Opportunity Automation Actions
- Opportunity Assignment Quotas
- Lead Distribution Automation in LeadSquared
- Lead Automation Actions – Merge Leads
- Lead Automation Actions – Lead Actions
- Lead Automation Actions – Custom
- Lead Automation Actions – Send to Sub-Automation
- Lead Automation Actions – Sales Execution
- Lead Automation Actions – Messaging
- Lead Automation – Account Update Actions
- How to Share Opportunities for a Limited Duration
- Automation Actions – Activity Actions
- Actions in User Automation
- Actions in Lead Automation
- Account Automation Actions
- Opportunity Distribution Automation
- Opportunity Assignment Quotas
- Lead Distribution Automation in LeadSquared
- Automation Usage Report
- Automation Reports
- Automation Failure Report
- Automation Audit Logs
