| You can automate lead actions based on when opportunity or account custom fields change. That means that you can send someone an email when a field on their opportunity has been modified. This allows you to incorporate your sales process in automation and create quick follow-ups when leads are at a certain point. This article will provide information on account and opportunity fields in automation.
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| Marketing Automation | ✓ | ||||
| CRM Ultimate | |||||
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| CRM Free | |||||
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| Users: | |||||
| Administrators | ✓ | ||||
| Company Managers | ✓ | ||||
| Marketing Managers | ✓ | ||||
| Sales Managers | |||||
| Salespersons | |||||
| Jr. Salespersons | |||||
Automation with Account Fields
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Account automation fields are located under account actions. The following rules are available as triggers or filters:
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Has the Field
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The has the field rule creates automations based on when specific account fields change. This rule can be used as a trigger or filter.
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Important: Any actions placed after this rule will apply to all leads associated with the account.
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Is Owned By
| The is assigned to rule checks to see if the account is assigned to any owner, or if the account is assigned to specific owners. This rule can be used as either a trigger or filter. Owners are selected from a drop-down list of all available owners. In addition to is owned by, the is not owned by option is also available. However, is not assigned to can only be used as a filter. |
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Is Added To
| The is added to rule allows you to schedule actions based on when a contact is added to an account. This rule will only schedule actions to the lead that is added to the opportunity. This rule can be used as a trigger or filter. |
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Automation with Opportunity Fields
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Opportunity automation fields allow you to schedule resulting actions to either only the primary contact on the opportunity or all contacts on the opportunity. The following rules are available as triggers and filters:
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Has the Field
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The has the field rule creates automations based on when specific opportunity fields change. This rule can be used as either a trigger or filter.
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Is Assigned To Owner
| The is assigned to owner rule checks to see if the opportunity is assigned to any owner, or if the opportunity is assigned to specific owners. This rule can be used as either a trigger or filter. Owners are selected from a drop-down list of all available owners. In addition to assigned to owner, the is not assigned to owner option is also available. However, is not assigned to owner can only be used as a filter. |
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Has Contact Added
| The has a contact added to rule allows you to schedule actions based on when a contact is associated with an opportunity. This rule will only schedule actions to the lead that is added to the account. This rule can be used as a trigger or filter. |
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Has the Status
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The has the status rule allows you to set actions based on when an opportunity has a particular status. This rule can be used as a trigger or filter. The has the status rule includes the following statuses:
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Has the Stage
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The has the stage rule allows you to set actions based on when an opportunity has a particular pipeline stage. This rule can be used as a trigger or filter.
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