Automations not available

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: 173
    5 Likes First Answer First Comment Name Dropper
    PIPEDRIVE USER
    #2 Answer ✓

    Hi @Stuart  


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

Answers

  • inacyakup
    inacyakup Member Posts: 173
    5 Likes First Answer First Comment Name Dropper
    PIPEDRIVE USER

    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
    Photogenic Name Dropper First Comment

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

  • inacyakup
    inacyakup Member Posts: 173
    5 Likes First Answer First Comment Name Dropper
    PIPEDRIVE USER

    Hi @Stuart

    Can you send me a screenshot ?

  • Stuart
    Stuart Member Posts: 8
    Photogenic Name Dropper First Comment

    Screenshot below, thanks.


  • Stuart
    Stuart Member Posts: 8
    Photogenic Name Dropper First Comment

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

  • Janosch Wechsler
    Janosch Wechsler Member Posts: 13
    First Answer First Comment Photogenic
    PIPEDRIVE USER

    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