[8-Oct-18] New Automation Features – Exit Conditions and To-Do Tasks

| by Vir Singh | Posted on: October 8, 2018

We’ve made 2 new additions to automation –

  • Exit Conditions
  • Ability to create To-Do tasks

 

Exit Conditions

Now set up exit conditions to remove leads from your automation.
For example, if you’re setting up an automation to send nurturing emails to leads, set up an exit condition to stop sending emails to leads that have been converted to customers (Lead Stage = Customer).

For more details, see Triggers in Lead Automation.

exit conditions

 

Create To-Do Tasks

You can now create To-Do task types in your automation in addition to Appointments. For more details, see Lead Automation Actions – Sales Execution.

create to-dos in automation