Introduction
Pipeline automation handles the busywork creating tasks when deals stall, sending reminders before meetings, updating fields when emails are sent. This frees reps to focus on conversations instead of CRM hygiene. But bad automation annoys people with irrelevant notifications. This chapter shows you which automations actually help, how to configure them without overwhelming your team, and how to balance automation with human judgment so the CRM works for reps instead of creating more work.
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