Automation Rule: When a Call is Logged for a Person…
In Salesloft, automation rules can be configured to trigger after a call is logged, allowing admins to automate the processes that reps were responsible for if they happened to connect. If a call goes well, next steps will likely vary depending on the conversation. But for disqualified leads, the criteria and actions of an automation rule can be customized to log this information back to their record and complete next steps automatically. Watch this video to learn more about two common scenarios and how to set these rules up for your team.