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Save time by automating several actions based on specific conditions.

Complete Action List

Choose Action

Reassign the lead to a user within a group

Assign the lead to a specific user
Set the lead to unassigned
Assign the lead to the next user in queue within the lead’s assigned group
Assign the lead to the next user in queue within a specific group
Assign the lead to the next user in queue within the next group on the group queue
Assign the lead to the next user in queue within your organization

Reassign the lead to a group

The unassigned group
Within a specific group
Within the next group in the queue

Send an Email

To an email address or to email addresses
To the lead
To the lead’s assigned user
To a specific user
To everyone in the lead’s assigned group
To everyone in a specified group

Change the status and/or substatus
Create and assign a task

Assign the task to a specific user
Assign the task to the lead’s assigned
Assign the task to next in queue within the lead’s assigned group
Assign the task to next in queue within a specific group
Assign the task to next in queue within your organization

Deliver to a reseller

Deliver the lead to a specific client
Deliver the lead to all clients
Deliver the lead to all clients within a specific group
Deliver the lead to next client in queue within a specific group
Deliver the lead to next client in queue within your organization

Post the lead to an external form
Add a product to the lead opportunity
Reset the last activity timestamp to turn the lead attention meter to green
Modify Lead information associated with lead
Credit the lead to an affiliate

Additional Information