Alexa Best Small and Medium Business CRM Software - ConvergeHub

Edit Automation

Automation can be edited by clicking on the ConvergeHub link in the Automation Details page. You can also click on the ConvergeHub icon in the Automation Listing page.
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  • All the significant fields i.e. Rule Name, Status, Trigger Point, Related To and Trigger can be edited from the Automation tab.
  • Under the Criteria tab, the existing criteria can be edited by clicking on the ConvergeHub icon.
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  • The existing actions under the Actions tab can be edited by clicking on the ConvergeHub icon and deleted by clicking on the ConvergeHub icon.
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  • The Stop Criteria can be edited by clicking on the ConvergeHub icon and deleted by clicking on the ConvergeHub icon. New criteria can be added from the Stop Criteria tab.
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  • The Stop Action can be edited by clicking on the ConvergeHub icon and deleted by clicking on the ConvergeHub icon. New action can be added from the Stop Action tab.
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