Automation

Lead Workflow

Example: automatic lead assignment

1. Administration → Workflow
2. Create a rule:
3. Entity: Lead
4. Trigger: After Record Created
5. Condition: Status = New
6. Action: Assign to User (per rules)

Notifications

Configure alerts:

Event	Recipient
New lead assigned	Assigned user
Opportunity in Negotiation	Manager
Opportunity without activity 7 days	Owner

Automated Emails

1. Administration → Workflow
2. Action: Send Email
3. Use templates for:
4. Thank you for inquiry
5. Post-meeting follow-up
6. Quote reminder

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