Managing your Automations

From the Automations' main page, you have access to the following tools.

Copy an Automation

To reproduce multiple Automations of the same type without the manual toll of recreating them all from scratch each time, you can base a new Automation of an existing one, copy it and change the Enrollment Settings or Steps from there.

1. In Automations - Go to the Automation you want to copy.
2. Click the More menu (three dots) in the top right corner and select Copy.
3. Rename the new Automation.
4. Edit it to suit your needs.

Delete an Automation

If you want to remove one of your Automations follow these steps:

1. In Automations - Go to the Automation you want to delete.
2. Click the More menu (three dots) in the top right corner and select Delete.
3. If the Automation is part of a step in any of your Processes then it cannot be deleted. It must be removed from all Processes before it can be deleted.
   
   Note: In such case, a list of Processes the Automation is present in will appear when you click the Delete button
   
   

Activate/Deactivate an Automation

You'll find this switch next to the Enrollment Setting button in the top right corner of the Automations page. This can also be done in your Automations Main View, where you can filter and group your Automation lists and see if they are Activated or Deactivated.

Reporting & Logs

In the Automations Main View you can toggle between a list of your Automations or the list of everything that has been Enrolled in Automations by clicking the list button (the three lines) at the top right corner of the page.

In the Enrolled in Automations list you will see what Automations have been applied, what type of object has been changed (Prospect, Sales Project, Account Growth Project, Ticket, Company or Contact), a summary of the Steps taken and if the Automation is Active or Complete.

From here you can also download the Enrollment Log and/or Step Log by clicking the Actions button in the top right corner of the page.