Actions can be added to the system and customized triggers
This article is linked to understanding automation
Choose the trigger e.g system trigger Tenancy Status set to Perspective>add action
Decide whether your action is a task or communication or both
** To bring up a list of variables right-click within the field
(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.
Actions that are manually triggered can be previewed before sending.
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