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All CollectionsRocketPlan Internal SOPs
Adding & Editing New Account Automations
Adding & Editing New Account Automations
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Written by Samantha McLarty
Updated over a week ago
  1. Click "Automations" in the right hand menu.

  2. Scroll down to "New Lead Form Submitted"

  3. Click on the hamburger menu.

  4. Select "Copy to Sub-Account".

  5. Select the appropriate sub-account.

  6. Scroll down to "Stage Change to On Site"

  7. Repeat steps 3-5.

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

  9. Repeat steps 3-5.

  10. Scroll down to "TMT- Tuesday Morning Texts"

  11. Repeat steps 3-5.

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