Just a heads up for any Outlook fans out there that -- since the time of this recording -- SmartSuite has added comparable features for non-Gmail users, too! 📌Updated info available at: help.smartsuite.com/en/articles/6846587-integrated-automation-actions
I would like to see your input on how to create a CRM in SmartSuite. I'm still in a phase where I'm trying to decide which tools are best to use, and the input would be good.
Love these automation tips 🎉. Is there a way to create a template with 30 tasks with milestones vs using the default added task? I found an example for Airtable, but I can not find one for SmartSuite . PS I need this same process for two more big sections too not just generating task.
Hi Layla! How can I setup a trigger 2 days before DueDate? on 12:41 you use "is on or before" + "one week from now". If I set the next field "# of days" to -5 and DueDate instead of "Actual due date" I will get 7(one week)-5=2 days before DueDate ??
Great question! To set up a trigger 2 days before your Due Date use this. Set your trigger to be: When a record matches a condition. Set your condition to be Today's Date is on or before Due Date - then set the number of days to be 2. A record that's 2 days before the Due Date will trigger the automation.
Thank you so much for this tutorial. It is right on time for my CRM set up. For the default action steps automation, is it possible to set up default steps based on different opportunity stages?
Oh, I'm so glad! As for your question...could you tell me more? Are you referring to something like "When Opportunity is in Stage "A" then add certain default actions" ?
9 seconds ago I sell insurance policies. Created a list containing all the renewals. The renewals happen every year. I want to create an automation where whenever a new task(renewal) is added and set a due date, it should automatically recur on the scheduled date every year . Otherwise If I have to manually set the recurring due date for each task there will be a possibility that if I miss to set recurring due date for a task(RECORD) it'll not appear in front of me in next year and I'll miss the renewal. Basically I want to set same recurring frequency to an APP level, not to a RECORD level. Is it possible?
Hi there! This may be a little to advanced if I'm understanding this correctly. However, this would be a great question to bring into our ProcessDriven Foundations™️ forum so our ProcessDriven Coaches and dive into more with you.
Hey! I'm going live on February 15th walking you through how to build a CRM in SmartSuite. RSVP here: th-cam.com/users/liveDPe8heqJzyM?feature=share Hope to see you there!
![[#2024MAMA] ROSÉ (로제), Bruno Mars - APT. | Mnet 241122 방송](http://i.ytimg.com/vi/dgGqD28J6aQ/mqdefault.jpg)
Just a heads up for any Outlook fans out there that -- since the time of this recording -- SmartSuite has added comparable features for non-Gmail users, too!
📌Updated info available at: help.smartsuite.com/en/articles/6846587-integrated-automation-actions
Hey Layla, would you mind sharing the name of the custom cursor tool you are using in this video? Looks super handy. Cheers
Great video! Really enjoying the playlist!
Glad you enjoy it!
I would like to see your input on how to create a CRM in SmartSuite. I'm still in a phase where I'm trying to decide which tools are best to use, and the input would be good.
Hey Peter! I've added this to our Content List so you just may see a video on this soon! Thank you for input :)
Love these automation tips 🎉. Is there a way to create a template with 30 tasks with milestones vs using the default added task? I found an example for Airtable, but I can not find one for SmartSuite . PS I need this same process for two more big sections too not just generating task.
CRM! I’m building one right now for my business.
Can't wait to hear how it goes!
Hi Layla! How can I setup a trigger 2 days before DueDate?
on 12:41 you use "is on or before" + "one week from now".
If I set the next field "# of days" to -5 and DueDate instead of "Actual due date" I will get 7(one week)-5=2 days before DueDate ??
Great question!
To set up a trigger 2 days before your Due Date use this.
Set your trigger to be: When a record matches a condition.
Set your condition to be Today's Date is on or before Due Date - then set the number of days to be 2.
A record that's 2 days before the Due Date will trigger the automation.
@@LaylaPomper thanks Layla I will try it!
CRM.
Still, connecting my strategy and other parts. BTW, you're THE Super⭐ in this (your field), Layla. We thank you.!
I'm so glad this was helpful! Thank you for the kind words :)
Thank you so much for this tutorial. It is right on time for my CRM set up. For the default action steps automation, is it possible to set up default steps based on different opportunity stages?
Oh, I'm so glad! As for your question...could you tell me more? Are you referring to something like "When Opportunity is in Stage "A" then add certain default actions" ?
@@LaylaPomper Yes, how to add default actions based on each opportunity stage.
9 seconds ago
I sell insurance policies. Created a list containing all the renewals. The renewals happen every year. I want to create an automation where whenever a new task(renewal) is added and set a due date, it should automatically recur on the scheduled date every year . Otherwise If I have to manually set the recurring due date for each task there will be a possibility that if I miss to set recurring due date for a task(RECORD) it'll not appear in front of me in next year and I'll miss the renewal.
Basically I want to set same recurring frequency to an APP level, not to a RECORD level. Is it possible?
Hi there! This may be a little to advanced if I'm understanding this correctly. However, this would be a great question to bring into our ProcessDriven Foundations™️ forum so our ProcessDriven Coaches and dive into more with you.
dangit, they need a send from missive or imap.... and a scripting module.
Ah! That would be a good idea!
CRM 🙌
Aye aye!
CRM. Please and thank you!
Hey! I'm going live on February 15th walking you through how to build a CRM in SmartSuite.
RSVP here: th-cam.com/users/liveDPe8heqJzyM?feature=share
Hope to see you there!
CRM pretty pretty please!!
You asked so nicely! 😁
Crm
We're on it!
CRM
You got it, Richard!
Thanks Layla. As always, you are the best.
@@RichardtheregularDM Appreciate you!
CRM :)
Hey Kelly! We're on it!
CRM 🙂
You got it!
CRM :D
Hey Carla! We're on it!
CRM
Thanks for letting us know, Michael!
CRM
Hey! Thank you for the feedback! We're on it :)
CRM
We're on it!
CRM
We're on it!
CRM
Hey Keshav! Here's a video you may find interesting: th-cam.com/users/liveDPe8heqJzyM
CRM
Hey Spiros! Here are some videos you may find helpful:
th-cam.com/video/qWdv_lXU490/w-d-xo.html
th-cam.com/users/liveDPe8heqJzyM
CRM
Hey Ms. Polly! Here are some videos you may enjoy:
th-cam.com/video/DPe8heqJzyM/w-d-xo.html
th-cam.com/video/qWdv_lXU490/w-d-xo.html