Automation Action Icons
Kyle Lesage Posts: 2
edited July 2022 in Ideas and Product Feedback #1
It would be awesome to have icons on the top of the stage have have automations attached to them. For example...
If I have an email automatically send when a deal moves to a certain stage there could be a little paper airplane beside or under the stage title. Or an activity icon if activities are created when that stage is updated. I have seen this in other CRM's and it would be very useful especially for my clients that I am setting up pipedrive accounts for. Currently I give them a "map" of the automations I have built out for them but instead of opening up a separate document and looking it up like a legend it would be a create visual reminder that "if I move a deal to this stage it will send an email" or something like that.