You can consider the working hours of the responsible employee. The automation rule will wait until the employee begins the workday or comes back from a break.
This option is useful when the automation rule needs to send a message or email to a customer after a few days. If the manager is on leave or has a day off, they won't be able to respond to the customer's inquiries, potentially affecting the deal's closure.
You can select this option only if the worktime reporting option is available on your plan and it is enabled in the account settings.
Worktime
Worktime
- Click Time in the automation rule form and select the Respect responsible person's working hours option.
- The option takes into account only the working hours of the employee responsible for the CRM item. If the worktime reporting option is also enabled, the automation rule will start if both of these conditions are met.
