Automation Flow - Change lead access permissions

With SprintHub, you can automate changing your users' access permissions to the Lead, making Lead management more efficient and saving time. This provides more convenience and control in management.

This action is also available in the Chatbot, and in SAC 360º and CRM Automations.

To learn more about the “Lead Permissions”, see the link below:

4️⃣Lead Permissions

It is recommended to create a segment to start this flow; to create “Segments”, see the link below:

Segments

To create and run your flow, follow these steps:

1. Create the Automation Flow:

• Go to Automation Flows through “Find Services”. Or just type the name, and the function appears.

• To create, click “+ New”.

1. Configure and Create:

• Enter a Name: Give a descriptive name for your flow.

• Enter a description: detail of what will happen in the flow.

• Configure a Segment: Choose one of your preference.

• Category: Choose one of your preference. This is optional

• Allow leads to restart the flow?: It depends on your strategy.

If set to “YES”, it will go through the flow more than once.

• Click “Open Builder” to create the flow with your actions and conditions.

  

1. Building the Flow:

• Action: Change the access permissions to the Lead;

There are many possibilities, see which best fits your strategy and need. In the example, the user was not set as responsible for the Lead, only included in the permissions.

• Configure the action and include in the description exactly what the action will do;

1. Save the Automation Flow:

After making the necessary creations and changes. Save your Flow and publish.

• Published: By selecting "YES", the flow will start working immediately.

And that's it, your data will be sent and the action completed!