Adding & Editing New Account Automations

Click "Automations" in the right hand menu.

Scroll down to "New Lead Form Submitted"

Click on the hamburger menu.

Select "Copy to Sub-Account".

Select the appropriate sub-account.

Scroll down to "Stage Change to On Site"

Repeat steps 3-5.

Scroll down to "Stage change to Estimate > Billing Pipeline"

Repeat steps 3-5.

Scroll down to "TMT- Tuesday Morning Texts"

Repeat steps 3-5.