How can I automate processes?

MiniCRM can send notifications to the users (colleagues) and to your clients as well.

Most common examples:

• You can receive an email notification if the team could not sell to a Qualified lead.
• An email notification can be sent to the client if their order has been shipped.
• A notification can be sent to the customer service representative if a ticket has not been processed yet.

You can define when the processes should start by creating filters.

You can define what will be sent by creating templates.

You have to decide the recipient and the date of the sending by setting the steps of the follow-up sequence.

Follow the steps below to set a follow-up sequence:

1. Create the template(s).
2. Create a filter. Save the filter and click the Follow-up sequence button.
3. You have to decide whether you would like to send notifications to those who are already in the filter or only to those who will get into the filter after the follow-up sequence has been created.
   1. If the Only new projects field is checked, only those will receive the message who got into the filter after you clicked on Add.
   2. If it is not checked, the messages will be sent to those as well who are already in the filter.
4. Click the Add button.
5. Define the steps of the follow-up sequence.
6. Click  in the top right-hand corner.
7. Let the system do the work for you and analyze the results.
8. If you do not need a follow-up sequence anymore, click the  button.
9. If you do not want to use a follow-up sequence in the future, you can move it to trash by clicking the  icon next to .