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[28-Nov-17] Automation – New Features and Enhancements

We’ve released a new automation action – ‘Send to Sub-Automation’, and we’ve also enhanced lead distribution to work for available/checked-in users.

New ‘Send to Sub-Automation’ Action

Use this feature to:

  • Keep your main automation flow brief and simple by sending additional steps to a sub-automation.
  • Save a standard flow and use it across different automations.

For detailed instruction on how to use this feature, see Automation Actions – Send to Sub-Automation.

Send to Sub-Automation action


Lead Distribution Enhancements

If you’ve enabled the check-in/check-out feature, you can now distribute leads to available/checked-in users only.

For more information on this feature, see the ‘Distribute Leads’ section of Automation Actions – Sales Execution.

Distribute by user availability