We've created a new rule functionality to help maximize efficiency with incoming emails by providing an automated action determined by your unique set criteria!
Here are some exampled rules that you can mimic to start automating your bidding process!
Auto-Decline Emails By Specific GC
Set your identifying rule name
Select Triggering Event as "Email is Received"
Select unique Rule Criteria
Company
Name
Is Equal or Contains
Name of Company
Select your Automation action
Create bid with stage
Declined
Auto-Decline Emails By Specific GC
&
Auto-Assign an Estimator
Set your identifying rule name
Select Triggering Event as "Email is Received"
Select unique Rule Criteria
Company
Name
Is Equal or Contains
Name of Company
Select your Automation action
Create bid with stage
Declined
Set your follow up identifying rule name
Select Triggering Event as "Bid is created"
Select unique Rule Criteria
Company
Name
Is Equal or Contains
Name of Company
Select your Automation action
Assign to estimator
Estimator of choice
Walkthrough Video On How To Access Rules and Set Unique Rules
(4-Minute Watch Time)