Follow up on deals with your own automations

Set up a follow-up process for each pipeline instead of remembering every next step yourself. An automation can wait, write an AI email, change the deal stage, assign an owner or update its outcome.

Give each email a goal and set shared instructions for tone and language. Sales automations review customer replies so they can delay the next step, pause for a question or stop after a rejection. You can choose No automation for deals you want to handle yourself.

Open Deals > pipeline settings > Automations.

A sales follow-up sequence and reply rules. Example setup.