CRM › Service & Engagement
Automation
What runs on its own: renewals, stale pipeline, churn, lead routing, follow-ups, case assignment and field dispatch.
In CRM → Service & Engagement · 4 screens
RecordsSales Automation RulesRenewals, stale pipeline, churn, lead routing, follow-ups, case assignment and field dispatch: each switched on here, with its limits and strategy. What a rule may change is the company's autonomy level for its key.OpenRecordsFollow-up SequencesTimed follow-ups: each step is a task for the owner or an email to the person, so many days after the start. A sequence may take every lead routing hands out.OpenRecordsFollow-up EnrolmentsWho is going through which sequence, and when the next step is due.OpenRecordsTechnician SkillsWho can be dispatched to what, where, and how many visits a day. Field dispatch picks the least busy available technician with the skill in the customer's country.Open
Columns, fields and actions
| Screen | Kind | What it is | Columns | Fields | Actions |
|---|---|---|---|---|---|
| Sales Automation Rules | List | Renewals, stale pipeline, churn, lead routing, follow-ups, case assignment and field dispatch: each switched on here, with its limits and strategy. What a rule may change is the company's autonomy level for its key. | 12 | 0 | 4 |
| Follow-up Sequences | List | Timed follow-ups: each step is a task for the owner or an email to the person, so many days after the start. A sequence may take every lead routing hands out. | 5 | 6 | 0 |
| Follow-up Enrolments | List | Who is going through which sequence, and when the next step is due. | 7 | 3 | 0 |
| Technician Skills | List | Who can be dispatched to what, where, and how many visits a day. Field dispatch picks the least busy available technician with the skill in the customer's country. | 6 | 5 | 0 |