Macros
Macros are a set of actions that can be executed for a group of records in a module. These sets of actions include sending emails, creating tasks, and updating a field in the records with a specified value. You may have a set of actions that you perform on a daily basis or frequently to some records. You can combine all these actions in a single macro and perform them again and again. Take for example, the following two scenarios and how using macros makes the job easier.
Scenario 1 - You are a field sales executive and some leads are assigned to you. Your job is to meet the leads and try to sell them your product. After contacting them, you perform the following set of actions:
- Send a follow up email.
- Update the Status field as '1st Follow-up Initiated'.
- Create a task for the other sales members in your team to follow-up with the lead.
Scenario 2 -You organize a campaign, i.e. a user conference. You plan to perform the following set of actions for all the those who attend the conference.
- Send a follow up Acknowledgement email.
- Update the Status field as 'Contacted'.
- Create a task to send brochures and schedule a demo with them.
In such a case, you can create one macro that includes all the above-mentioned actions. All you need to do is just select the records and run the macro. Instead of selecting records and performing three actions, you can finish the task in one step.
Availability
Profile Permission Required: Users with the Mass Email, Mass Update & Create Activities permissions.
Note
- You need to have all the 3 profile permissions to access the Macros feature.
- In each macro, you can configure 1 email, 3 tasks, and 3 field updates.
- Macros cannot be automatically triggered or scheduled. You need to manually run the macros.
- Macros are user specific, so you can access only the macros that you have created in your account and those that are shared to you by other users.
- The email is sent to the address provided in the Email field of the record.
Related Articles
Macros
Save time by combining sets of actions that can be executed for a group of records in a module. Macros are a set of actions that can be executed for a group of records in a module. These sets of actions includesending emails, creating ...Macros
Macros are a set of stored functions that can be used to automate processes that are repeated often. They are tools which can be used to perform most of the redundant tasks with relative ease. Create Macro A macro can be created by clicking Create ...