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Automations

Last update 3 days ago
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How to view automations for an individual Lead

In your Leads page, click on the Ellipsis (3 dots) on the Lead and click on View Automations. 

  1. From your dashboard, select the Leads icon

  2. Find the Lead you want to view the Automations for, and click the Ellipsis (3 dots) and select View Automations.

  3. Queue will show Automations that are scheduled.

  4. History will show Automations that have already happened.

  5. Close the drawer using the "X"