Workflow Automation to Replace One Label with Another

Thomas A. Evans
Thomas A. Evans Posts: 2
Second Anniversary Photogenic
edited July 2022 in Workflow Automation #1

To help better manage the Leads Inbox, I would like functionality such as the following: 

If a Lead is marked with "Label A" and a user edits this Lead record and adds the label, "Label B", then "Label A" is deleted/removed from the Lead record. Is this possible?

Also, it is unclear what the difference is between the workflow automation lead labels triggers options of  "Lead labels (before update)" vs. "Lead labels". Can this be clarified please?

 

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Comments

  • Fabrizio Nicolosi_33821
    Fabrizio Nicolosi_33821 Posts: 203
    100 Comments
    edited April 2021 #2

    Hi Thomas you cannot delete labels with an automation, but you can receive e mail with that label and one time a week you delete all by hand.

    The difference between "Lead labels (before update)" and "Lead labels" is that if an automation changes a label you can choose the label first of automation runs. Hope it's clear.

  • Mark L
    Mark L Posts: 1
    First Comment Photogenic
    #3

    @Fabrizio Nicolosi_33821 - how do you achieve " an automation changes a label ", I'm unable to get this to occur.

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