Leveraging Automation in SmartLists for Efficient CRM Management
Discover the power of automation within SmartLists in Surplus Systems CRM to streamline your marketing and sales processes. This guide explains how to set up automated actions that trigger based on list criteria, helping you engage leads, follow up on opportunities, and maintain connections effortlessly
1. Navigate to Contacts section.
2. Then select contacts from the list
3. Access the automation settings.
4. Click 'Ok, proceed' to confirm selections.
5. Select a workflow from the drop down list
6. Add All at once automation type.
7. Fill in description to your action
8. Next, add all at scheduled time automation type.
9. Provide a description to your action
10. Specify date and time for the scheduled time.
11. Click continue after choosing the scheduled date & time
12. Lastly, add in drip mode option
13. Fill in details for your action
14. Select Start Date here
15. Next, provide batch quantity
16. Set repetition schedule
17. Set scheduled dates to send.
18. Set Start from and End At dates
19. Lastly, click add to automation to add successfully!
Did this answer your question?
😞
😐
😁
Leveraging Automation in SmartLists for Efficient CRM Management | SURPLUS SYSTEMS
