Editing automations

Learn how to edit your automations:

• Mouse over “Settings” and select “Automations” in the menu.
• Select the automation name.
• Then, edit the automation by choosing an existing action and editing it in the menu.
• Select “Take another action” to add additional actions to the existing automation.
• Choose “Delete this automation” in the upper right to delete the automation entirely.

Automations can also be triggered automatically by a pipeline status change. To edit an automation that is automatically triggered by a status change, follow these steps:

• Mouse over "Settings" and select "Customize your CRM" in the menu.
• Select the desired pipeline name.
• On the next page, select the status with the automation.
• Edit the automation in the dialog that opens by selecting the current action. Then, edit the action or remove it using the “Delete this action” link. Or, select “Take another action” to add an additional action to the automation.