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EagleCRM

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3 results found

  1. Automation for deleted Listings

    An automation that if a property is deleted, we are emailed regarding it with the address and who deleted it

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  2. archive tasks when property Let

    Having Tasks automatically archive once a property is let i.e. follow up references etc - will be no longer required if the property is now Let

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  3. Excluding Vendors/Contacts on Automation based on property status

    When the trigger "Schedule an Automation" is used, add an "If" step or any additional trigger/option on the automation to set it to automatically exclude contacts/vendors based on the property status, etc.

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