Currently you only have the option to customise the templated automation settings for the defualt lead pipeline. These settings then only apply to that specific pipeline and any other pipelines you create do no inherit the same functionality or even have the ability to add this sort of functionality. The only workaround is to create a workflow to try and replicate, however this does not provide the same features
It would be nice to either have the settings apply to all lead pipelines or have the ability to edit the settings per pipeline
Hi Everyone! Thank you for this idea, we have recently delivered this to all Portals! Please test it out and let me know if you have any feedback or suggestions!
Hi Clay, thats brilliant news thank you. I have raised it to support previously but they said it wasnt something they were looking at imminently but it would be great to have this functionality when the lead is created against the company. Currently this automation will only work if the lead was created against the contact in the first instance. Where we are B2B and work from companies predominantly this is meaning that the sales users are having to associate each of their activities manually back to the lead in order to trigger this automation rather than it picking them up automatically like it does with contacts.
