bitCRM

How to Edit or Delete an Automation

Here’s how to manage your automated processes:

Step 1: Access bitCRM Automation Dashboard

Step 2: Choose and Edit Automation

  • To edit, click on the automation you desired, implement the update, and click "Save changes".
Click on the automation you desired

Step 3: Delete the Automation

  • To delete, click the "three dots" on top right and select "Delete automation"
Click the "three dots"
Select "Delete automation"

For further assistance, reach out to us at [email protected].

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