Sales rules
Examples include lead needs attention, lead has no owner, qualification needs review, deal follow up due, deal has no next step, deal stuck in stage, close date approaching or passed, lost deal missing reason and won deal missing invoice.Agreements rules
Rules can flag quotes waiting for response, quotes expiring soon, quotes past valid until without a decision, invoices due soon, overdue invoices, partial payments that have stalled and accepted quotes missing an invoice.Inventory rules
Inventory automation covers low stock, out of stock, missing preferred suppliers, overdue purchase orders, stalled partial orders, damaged or held receipts and goods receipt posting issues.Support rules
Support automation covers first response, SLA risk, SLA breach, missing assignee, idle tickets and repeated reopening.Browse every active built in rule
See the current Sales, Agreements, Inventory, Accounting, Marketing and Support automation catalog with its evaluation cadence.
How to use automation well
Automation reads records. Keep ownership, dates, statuses and activities current so the rule has something real to evaluate. If a rule is noisy, adjust the underlying configuration or record quality rather than simply ignoring every alert.Some rules run every 15 minutes because the condition is time sensitive, while other checks run hourly or daily. Users do not need to manually refresh a record every time a scheduled rule evaluates it.