This article is linked to understanding events and actions.
Lets take for example adding a new tenancy action to the event ‘tenancy status set to prospective’.
Go to Settings>Automated Events>Add Action to ‘tenancy status set to prospective’.
Select Tenancies>Tenancy Status set to Perspective>Add Action
Decide whether your action is a task or a communication or both
(Continue scrolling down the page after email body to see)
7. Include summary – Leave blank
8. Success text – This is the text you will see in the top right hand corner of your screen that if it has been sent successfully
9. Failed text – This is the text you will see in the top right hand corner of your screen if it has failed to send
The event this was added to was ‘tenancy status set to prospective’. Now when you add a prospective tenancy you will have the option to run the task and send an email at the bottom. When adding a tenancy, actions will be located on the fourth stage.
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