Creating automated actions

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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