A series of examples demonstrating when to use Automation Rules for Tasks.
Thank You on New Purchases
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Rule
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New purchase – thank you
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Trigger Type
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Sale Committed
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Trigger
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Inventory Sold
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Filter
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Item Filter
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General tab
Defaults (all blank)
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Type & Status tab
Pricing Methods: Item Pricing
Inventory Type: Inventory
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Task Associate
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The Assigned Associate
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Date Adjustment
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7 days
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Task Details
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Thank you follow up on new purchase
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Notify Customers Repair is Ready
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Rule
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Repair ready – notify customer
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Trigger Type
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Repair or Custom Job Change
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Trigger
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Repair Marked Done
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Filter
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Job Filter
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General tab
Job Type: Repair
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Status/Dates tab
Defaults (all dates)
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Task Associate
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The Assigned Associate
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Date Adjustment
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0 days
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Task Details
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Repair ready – notify customer
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Engagement Ring 6 Month Inspection/Cleaning Follow-up
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Rule
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Engagement Ring – 6 month inspection/cleaning
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Trigger Type
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Sale Committed
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Trigger
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Inventory Sold
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Filter
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Item Filter
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General tab
Category: 100
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Type & Status tab
Inventory Type: Inventory
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Task Associate
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The Assigned Associate
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Date Adjustment
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6 months
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Task Details
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6 month engagement ring follow up – offer inspection/cleaning
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New Customer Referred, Thank Referrer
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Rule
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New customer referral – thank referrer
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Trigger Type
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Customer Change
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Trigger
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Customer Created
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Filter
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Customer Filter
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Rewards/Referral tab
Has Been Referred
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All Other Tabs
Defaults
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Task Associate
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The Assigned Associate
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Date Adjustment
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0 days
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Task Details
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New customer referral – thank referrer
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New Repair Needs to be Completed
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Rule
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New repair needs to be completed
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Trigger Type
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Repair or Custom Job Change
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Trigger
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Repair Created
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Filter
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Job Filter
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General tab
Job Type: Repair
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Status/Dates tab
Defaults (all dates)
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Task Associate
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Specific associate: your jeweler
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Date Adjustment
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0 days
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Task Details
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New repair needs to be completed
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Care Plan Annual Follow-up
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Rule
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Care plan sold – annual follow up
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Trigger Type
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Sale Committed
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Trigger
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Care Plan Sold
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Filter
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Item Filter
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General tab
Defaults (all blank)
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Type & Status tab
Defaults
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Task Associate
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The Assigned Associate
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Date Adjustment
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12 months
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Task Details
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Care plan sold – annual follow up
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