3 of 4 rules on

Approval rules

Choose which actions wait for a person, who decides, and what happens if nobody answers.

Invitations

On

When any agent wants to send a meeting invitation, ask Salma Venn, wait 2 hours, then keep it paused.

Last week: 9 held, 8 approved, 1 declined. Run 418 is waiting now.

Large budgets

On

When Juno wants to reply to a lead with a budget over $20,000, ask Rafael Ortiz, wait until the next morning, then remind Rafael.

Last week: 2 held, both approved by Rafael.

Record clean-up

On

When Noor wants to merge or delete a contact, ask Kofi Mensah, wait 1 day, then keep it paused.

Last week: 3 held, 2 approved, 1 declined.

Second follow-ups

Off

When Juno wants to send a second follow-up to the same lead, ask Salma Venn, wait 4 hours, then send it.

Off. When on, it would have held 5 emails last week.