Introduction to workflow automation

Introduction to workflow automation

When managing enquiries, there are certain actions that have to be repeated over and over again. Confirmation emails, phone calls, tasks – if there are things that recur in the process of moving an enquiry through the pipeline, they can be sped up through automation.

Workflow automation in eyenquiries works through settings up Rules, whereby activities (Email, Task, Phone) are triggered by certain actions. For example, by default, when an enquiry is moved into the Visit stage of the pipeline (the trigger) an email template for a booking confirmation is drafted up and can be sent (the activity). 

You have the option to Skip an automation event each time it triggers by checking the Skip box.

All of the default automation rules create Email activities, but you can also set up rules where new Tasks or Phone logs are created upon receiving an enquiry, for instance. Do whatever suits your setting.

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