Vous pouvez créer des actions de tâches automatiques pour rationaliser votre workflow. Vous pouvez par exemple créer automatiquement une tâche de workflow standard pour les utilisateurs Sell chaque fois qu’un nouveau lead, contact ou opportunité de vente est ajouté.
Vous devez avoir des droits d’administrateur Sell pour créer des actions de tâches automatiques.
Pour créer une action de tâche automatique
- Cliquez sur l’icône Paramètres (
), puis sélectionnez Règles de gestion > Actions automatiques. - Cliquez sur Créer votre première action.
- Sélectionnez l’événement déclencheur de la nouvelle action.
- Cliquez sur Continuer vers actions liées aux événements.
- Définissez votre action automatique, c’est-à-dire ce qui se produit quand le déclencheur s’exécute.
-
Vous pouvez créer une ou plusieurs tâches. Dans cet exemple, quand une opportunité de vente est créée, un propriétaire lui est affecté. Pour créer une autre tâche pour cette action, cliquez sur Créer une tâche.
-
Quand vous créez une action automatique pour une opportunité de vente, vous pouvez aussi mettre à jour un champ personnalisé. Pour mettre un champ personnalisé à jour, cliquez sur Mettre à jour le champ personnalisé, sélectionnez le champ personnalisé dans la liste déroulante et saisissez la valeur du champ personnalisé.
- Quand vous avez terminé, cliquez sur Activer une action automatique.
Vos actions de tâches automatiques sont répertoriées à la page Actions automatiques, où vous pouvez les modifier ou les supprimer.
Automatisez vos actions de tâches avec l’afficheur de tâches (2:14)
16 commentaire
Helen Medvedev
Hi, I'm trying to use this functionality on my Professional account, however it won't let me have it enabled. See screenshots below:
This is what happens when I click on upgrade link
Please enable the features we're paying for.
1
Christian Lindharth
I wanted to do this but when I try to do it, it says we need to upgrade. When I follow the link to upgrade it just leads to a page saying “Oops! This help centre no longer exists”. Can it really be that it is not a part of Professional?
0
Dane
I definitely understand your point on the importance of this functionality. Would you mind posting your use case to our Feedback on Sell topic? We have a template you can copy and use in your post. This is to help get more visibility and votes on the idea. Then, others can share their use cases to further drive demand for that feature. Thanks!
0
Rodger Bradford
Dane
If Automated Actions cannot be tailored to individual preferences, then this functionality is not very valuable. If you want to create a truly great program, then each agent or team should be able to customize it. Having one setting on a company-wide level does not reflect the needs of real life sales teams. These sort of actions can be tailored in Support, why not Sell?
0
Dane
Unfortunately, it's does not have the capability to send email automatically. It will just be for a task, which can also notify the agent to send the email.
Hi Rodger,
As it turns out, the functionality to control the automated tasks for individual agents is not available.
0
Rodger Bradford
Is there a way to customize these actions for individual sales reps rather than the whole team? Our sales team has 5 people and each of us have different styles and different types of customers. I want to set up these automatic actions but only have them apply to my actions, not the action of someone else on the team.
I know that I can control who the action is assigned to. But there doesn't seem to be any control over who controls the action. In other words, when I set up an action for a when a new lead is created, can this be limited to just leads that I create? Otherwise, I am not sure that this feature is very useful. Thanks!
0
Andy
hi support team,
Can I use this feature to send an email automatically to the customer? for example, if the condition stage is rejected, then Sell will send a reject notification email to the Customer.
0
Christine
I have created a ticket on your behalf so I can further check your account. Kindly check your email for updates.
Thank you!
0
Scott Gill
Hi,
We are on the Professional plan but don't have access to Automated Actions, as it says we need to upgrade to access. How can we resolve this?
Thanks
Scott
0
Brett Bowser
I'd recommend cross posting your feedback in our Sell Product Feedback topic since our Sell product managers actively monitor that topic for user suggestions.
If you're unsure what to include in your feedback post, you can use the following template.
Thanks for taking the time to share this with us!
1
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