Let rules handle the follow-up
Say when something happens, check the details, then let Nexus do the routine work so nothing waits on someone remembering.
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When a quote request arrives
Example rule, draft
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When
A quote request form is submitted
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If
The answer to “What do you need?” includes joinery
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Then
Assign the deal to Sam and alert the team
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Wait
2 days
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Then
Email Jo a follow-up if the estimate is not accepted
Stops when the estimate is accepted
When, if, then
Pick a trigger, add conditions and choose what to do. Triggers cover forms, contacts, deals, estimates, invoices and payments, such as a form being submitted, a deal changing stage, an estimate being accepted or an invoice becoming overdue.
What a rule can do
Assign an owner, either a fixed person or shared out in turn. Alert your team in the app and by email, email the customer, create a task, move a deal to a stage or send an invoice reminder.
Branches and waits
Split a rule into up to five named paths plus an Otherwise path. Wait anywhere from a minute to 365 days before the next step, and choose the hours it may continue in.
Stopping at the right moment
A rule can stop when something happens, such as an invoice being paid, so a reminder chain does not carry on after the work is done. A starter, Invoice reminder chain, shows the idea.
A test run before you turn it on
Test a rule on sample data or a real record. Nexus shows the path it would take and the waiting times, and sends nothing.
Drafts until published
A rule stays a draft until you publish it. Run history lists every run, including those that are waiting, which you can continue now or cancel. A rule never runs twice for the same event.
Related
Start with your next enquiry.
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