Lead Automations in The BOS
Lead Automations are only relevant if you are currently using The BOS Lead Tracking functionality
The BOS allows you to automate parts of your lead workflow.
By default we set up a few sensible default rules but these can be configured by each tenant using the system to customise the behaviour to your need.
Automation Properties
You can set up multiple automations to achieve your desired functionality. Each automation has the following properties
| Property | Description | Examples |
| Name | A user-friendly name to describe this automation | "Move from 'booked' to 'invoiced' if invoiced" |
| Enabled | If 'on' this this automation will run whenever deals and appointments are updated. | 'On' 'Off' |
| Source Stages | List of pipeline stages to look for deals matching the predicate | 'Sales Pipeline - First Consult Booked Stage' |
| Predicates | List of one or more criteria that must be matched for the action to occur | 'Deal has an associated appointment' 'Deal has an associated invoice that is invoiced 'Deal has no matching appointment' |
| Actions | List of one or more actions to take if deals matching the predicate are found | 'Move deal to a different stage' 'Send notification email |
Default Automations
These automations are set up by default for all tenants with lead tracking functionality. You can edit these or turn them off to suit business requirements
| Name | Source Stages | Predicate | Action |
| Matching Appointment Booked | Lead, Cancelled | Has non-CXC, non-DNA, non-Invoiced Appt | Move to Booked |
| Matching Appointment Cancelled | Lead, Booked | Associated Appt is CXC or DNA | Move to 'Cancelled' Stage |
| Matching Appointment Invoiced | Lead, Booked, Cancelled | Associated Invoiced Appointment | Move to 'Invoiced' Stage |
No default automations look at 'Invoiced' stage
By default there is no automation looking in the 'Invoiced' stage because:
- Once a lead has been invoiced then the lead conversion is complete. If the invoice is later voided that is outside the scope of lead tracking (unlike if an appointment is cancelled before they turn up, then the sales team is responsible for chasing it up).
- Some customer actions (EG: upselling a new product) aren't covered by automations. By not having automations looking at 'Invoiced' it allows the sales team to move "we sold a product" or "we sold an additional service type" to 'Invoiced' so that the business metrics look correct (sales team achieved their conversion) without automations erroneously moving it back.
You can set up an automation to monitor 'Invoiced' stage if those issues aren't a concern for you.