What is the order of execution when all the automation rules are configured?
If all of these automation configurations are set up, they will be executed in the following order:
Assignment Rules: Any record entering CRM must have an owner, so the assignment rules are executed first.Review Process: If any incoming records meet the review process conditions, they must be reviewed by the authorized reviewer before they can enter the CRM system for further processing.
Approval Process: The record will then enter the approval process based on the criteria which have been configured.
These three processes will take place in a sequential manner. If any workflow rules are also configured, they will be triggered based on their execution criteria.
For example, a workflow rule has been set that if the lead status is "Ready to be engaged", then a welcome email will be sent. In this case, the email will be triggered as soon as the status matches this criteria, regardless of other automations.
The Timeline will display the order each process was executed in your CRM account.
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