Automation Rules allow you to choose triggers and actions on how prospects should be managed, where they should go, or who should be notified.
Choose what you want to see happen
Check for additional criteria, for example a good Heat Score
Set a trigger, for example the submittion of a form
Using Automation Rules alongside day-to-day operations allows sellers to focus their energy on prospects, rather than getting lost in lead management and prioritization based on gut feeling.
By adding Automation Rules to your pipeline stages, you can move prospects around effortlessly. This makes sure you're always aware of where leads are, based on data.Learn more