stop automations on needs quote status
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
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"
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"
so create that second filter, and then add it to the report?
so create that second filter, and then add it to the report?
nevermind. I see. It's already there, unless you added it
nevermind. I see. It's already there, unless you added it
You can add to the current filter...
lead status contains quote
AND lead status does not contain needs
You can add to the current filter...
lead status contains quote
AND lead status does not contain needs
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