Introducing "Automations", a powerful new feature that streamlines workflows and takes action automatically based on your rules!
This game-changing feature is here to streamline repetitive tasks, reduce manual effort, and supercharge efficiency.

Here’s what it brings to the table:

• Trigger Conditions: Automatically track opportunity creations, status changes and opportunity state over time.
• Rich Criteria Options: Customize automations using filters like Opportunity state, type, resource type and many more.
• Action Steps: Set automations to notify, assign, change statuses, and add comments effortlessly.

System Automation Rules: Predefined rules to Auto-Dismiss and Auto-Resolve opportunities controlled by the customers.