Configuring Action Triggers

Intelligence360 allows you to easily identify things that are "missing" in your CRM or process. When you create an action, you can "trigger" based on any of the data the Platform collects about Opportunities or Accounts. 

Intelligence360 allows you to configure out of the box actions or create net new ones.  This article is about configuring an existing action.

For example, I've created an action to populate the website for an Account record.  

You can see the "trigger" is looking for Account records where the website is ##MISSING##.   This is Intelligence360 syntax for a field with no value. 

I can add more trigger conditions by clicking the + sign.

In my example, I'll add industry:

I can now select specific industries to trigger on.  If I select "Technology", we will have added a new trigger condition. 

This action will now prompt a rep to populate the website when:

• There is no website present on the Account record

• The Industry of the Account is "Technology"

You can add as many trigger conditions as you like.  Try it!