Automations not available

Stuart
Stuart Member Posts: 8 VERIFIED MEMBER
Photogenic Name Dropper First Comment
edited April 24 in Workflow Automation #1

Hi All, we have the Business subscription level and I have Admin role level but I do not have access to Automations? Is this something that needs to be set up if so how please?

Best Answer

  • inacyakup
    inacyakup Member Posts: 179 VERIFIED MEMBER
    100 Comments 25 Likes 5 Answers First Anniversary
    #2 Answer ✓

    Hi @Stuart  


    This is not pipedrive screen. i can't help for pandadoc sorry i dont know.

Answers

  • inacyakup
    inacyakup Member Posts: 179 VERIFIED MEMBER
    100 Comments 25 Likes 5 Answers First Anniversary
    #3

    Hi @Stuart

    Don't you ever see the automation section? or does the automation field appear, but you can't create automation? can you explain a little more.

    Best Regards

  • Stuart
    Stuart Member Posts: 8 VERIFIED MEMBER
    Photogenic Name Dropper First Comment
    #4

    No don't see the automation "lightning" on left panel or any reference to automation on any templates.

  • inacyakup
    inacyakup Member Posts: 179 VERIFIED MEMBER
    100 Comments 25 Likes 5 Answers First Anniversary
    #5

    Hi @Stuart

    Can you send me a screenshot ?

  • Stuart
    Stuart Member Posts: 8 VERIFIED MEMBER
    Photogenic Name Dropper First Comment
    #6

    Screenshot below, thanks.

    image.png


  • Stuart
    Stuart Member Posts: 8 VERIFIED MEMBER
    Photogenic Name Dropper First Comment
    #7

    @inacyakup any more on this or where I could go next to get me answers?

  • Janosch Wechsler
    Janosch Wechsler Member Posts: 13 VERIFIED MEMBER
    First Answer First Comment Photogenic
    #8

    Maybe you can try the new feature to customize your icons in the left panel, and find it there?

    You can find it here:

    YOURcompanyNAME.pipedrive.com/settings/interface-preferences

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