There are situations when business processes for working with clients change and you need to change or delete automation rules that perform unnecessary actions.
Let's consider how to delete automation rules in CRM and Online store. They are located in the following elements:
- Leads
- Deals
- Quotes
- Orders
Go to the desired section and click Automation rules.
Click Configure automation rules.
Click cross and delete unnecessary automation rules. Save the changes.
In each deal pipeline, automation rules are deleted separately. You can switch between the pipelines on the automation rules page.