Alexa Best Small and Medium Business CRM Software - ConvergeHub

Automation Details

You can view the details of an automation by clicking on the respective automation in the Automation Listing page. You can view the details through the different Tabs i.e. General, Criteria, Actions, Stop Criteria, Stop Actions and Logs.
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  • You can edit the automation detail by clicking on the ConvergeHub link.
  • The General tab displays Automation Rule Name, Status, Trigger Point, Related To and Trigger.
  • The Criteria tab displays the list of Criteria you have implemented for the automation.
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  • You will be able to view the list of actions which you have defined through the Actions tab.
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  • The stop criteria defined for the automation is displayed in the Stop Criteria tab.
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  • The stop action defined for the automation is displayed in the Stop Actions tab.
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  • In the Log tab the details of the thread created for the automation is displayed.
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  • The ConvergeHub will take you to the previous page.
  • You can edit and copy the automation by clicking on the action drop down.ConvergeHub
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