How to Use Status Automations in REsimpli
Step 1: Open Status Automations
Go to Settings in the lower-left corner, then select Status Automations under Automation.
Step 2: Select a Lead Status Transition
Choose the lead status change that will trigger the automation, such as:
New Lead → No Contact Made
No Contact Made → Contact Made
Step 3: Configure Automated Actions
Set up the automation to:
Trigger a drip campaign
Create automated tasks
Assign tasks to team members connected to the lead
Step 4: Verify Setup Requirements
Before enabling status automations, make sure:
Drip campaign templates are already created
Team assignments are configured for your campaigns
Step 5: Save the Automation
Save the automation settings to activate the workflow.
Step 6: Contact Support if Needed
Reach out to REsimpli support if you need assistance setting up status automations or drip campaigns.