Automate routine sales work and run follow-up sequences
Short answer: CRM Admins set automations in CRM → Settings → Automation: when something happens (a lead is created, a deal changes stage, a deal is won), check conditions, then create a task, assign an owner, add a tag, notify or start a sequence. Sequences turn timed follow-up steps into tasks for the owner.
Verified for PVology 0.30.0 · updated 2026-10-11
Steps
- Open CRM → Settings → Automation and start from a template or a new automation.
- Choose the trigger, add conditions (for example source contains web form), add one or more actions and save. Use Switch on or Switch off at any time.
- Check the runs list to see what each automation did, and why a run was skipped or failed.
- For follow-up, open CRM → Settings → Follow-up sequences, add timed steps (email to write, call, task) and activate the sequence. Enroll a person from their record.
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