Sales Automations
Ready-made automation workflows for sales.
Overview
Pre-built automations cover common sales follow-ups, such as reminding a customer about an expiring quotation. Enable one, adjust its conditions, and runs are logged in Automation.
When to use sales automations
- You want follow-ups without building workflows.
Step by step
In the Sales module open Automations in the green navigation bar, then choose Sales Automations under Pre-Built Automations.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Permissions
These permission keys control access (granted to roles in Administration → Roles & Permissions):
- automation.templates.activate
- automation.templates.read