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