CBMS ERP Automation Rules
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This module allows to implement action rules for any object.
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Use automated actions to automatically trigger actions for various screens.
**Example:** A lead created by a specific user may be automatically set to a specific
Sales Team, or an opportunity which still has status pending after 14 days might
trigger an automatic reminder email.
This module allows to implement action rules for any object. ============================================================ Use automated actions to automatically trigger actions for various screens. **Example:** A lead created by a specific user may be automatically set to a specific Sales Team, or an opportunity which still has status pending after 14 days might trigger an automatic reminder email.
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