How to Create Automation Plans

Applies to:  R4 Version

Automation Plans allow you to let SalesNexus take care of scheduling Activities and Email based on specific changes to Contacts in your database.

1. Go to X > Automation Plans
   
2. Click "Create Plan"
   
3. Give your plan a Name and Description
4. Click the "+" to add criteria to the plan
   Criteria types are:
   1. New Contact - Triggered when a new contact is added
   2. Field Change - Triggered when the field value changes
      
5. You can add sales fields to your automation criteria by clicking the Sales button:
   
   
   
6. Search for the campaign of activities that should run when the Automation Plan criteria is met
   
   
   
7. Click "Save"
8. Each Plan in the Automation Plans list can have the Description Expanded/Collapsed by clicking the ">".