Now, when users opt to remove specific labels associated with a deal card, particularly those labels tied to automation processes, a corresponding halt will occur in the label-based automation for that particular deal card.
Use Case: Removing a label with associated automation serves as an instant ‘stop’ button for automated actions. This real-time control prevents overcommunication, ensures actions are always relevant and allows for quick adjustments in response to changing circumstances.
- Navigate to the ‘Pipeline’ module.
- Identify and click on the deal card of interest.
- Examine the labels currently applied to the deal card.
- Choose to remove a label that has been assigned to the card.
Note: Verify if the label automation has been triggered by the addition of a label to the deal card.
Note: Once the label is removed from the deal card, users will observe that the label automation has been stopped.