stop automations on needs quote status

Ryan F. shared this question 3 months ago
Answered

I need some help fixing automations. They are supposed to go out email/text on quote status, but not "needs quote" status. They just went out, lots of them and I'm not sure how to prevent that

Comments (4)

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What is the name of automation? If you are using "lead status contains quote" it's also picking up needs quote. You would want to add "lead status does not contain needs"

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so create that second filter, and then add it to the report?

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nevermind. I see. It's already there, unless you added it

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You can add to the current filter...

lead status contains quote

AND lead status does not contain needs

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