Solution home Module Panel Functionality

Automation

How to build sequences, How to create rules, How to use tag Automation.

Create a Rule
PLATFORM WORKFLOW Task Description: Create a Rule Objective: To show Organization Admins permission level and Users how to create a rule Organization: ...
Tue, Jun 24, 2025 at 2:42 PM
Understanding Conditions and Actions
PLATFORM WORKFLOW Task Description: Understanding Conditions and Actions Objective: To provide Organization Admin and Users with a detailed breakdown of...
Tue, Jun 24, 2025 at 2:32 PM
Create a Folder in Rules
PLATFORM WORKFLOW Task Description: Create a folder in Rules Objective: To show Organization Admins and Users how to create a folder in the Rules module...
Wed, Jun 25, 2025 at 2:21 PM
Add To Sequence As A Condition In Rules
Fri, Sep 9, 2022 at 9:13 AM
Callback Links in Rules
Tue, Sep 20, 2022 at 9:23 AM
Contact Responded As A Condition In Rules
Tue, Sep 20, 2022 at 9:55 AM
How To Add & Remove A Tag As An Action In Rules
Tue, Sep 20, 2022 at 2:09 PM
How To Add Notes As An Action In Rules
Wed, Sep 21, 2022 at 10:40 AM
How To Create A Rule To Remove Contact From A Sequence
Tue, May 17, 2022 at 2:42 PM
How To Remove A Contact From A Sequence With A Rule
Mon, Sep 12, 2022 at 12:26 PM