Creating automated actions

We Are Here:

In this section you will learn how to create or set up a new automated action.

Find out the different views SELLSATION has in store for you here.

You can find out how to design and configure the individual action types here.

To be able to use this function, you as a SELLSATION user need special authorisations. If you do not have these, please contact your administrator.

Step 1:

Navigate to this area as described in Article Automated Actions - the overviews. To create a new action, click on the "+" icon beside the action that you would like to create:

It doesn't matter which overview you are in.

Step 2:

After selecting the type, you determine the start condition:

Read here how to proceed after clicking the left button :

Read here how to proceed after clicking the right button :

Related Links:

Creation of an automated action with project reference

Creation of an automated action at defined times

Automated actions - the overviews

One-time actions - the overview

action types

Add follow-up actions

Tracking the actions