How to Replace a Contact Record Automation
Step 1
Open a Contact Record.
Step 2
Look at the Automation tile on the Contact Record on the right-hand side.
Step 3
Click on the "down arrow" icon.
Step 4
Click the "small right-facing arrow" icon to the left of the Automation title after clicking the "down arrow" icon.
*Note: The right-facing arrow will change to a down arrow.
Step 5
Click the red "Stop" text.
Step 6
An "Unassign Automation" pop-up will appear.
Step 7
Click the blue "Unassign" button to remove the Automation or "cancel" to abandon the action.
Step 8
Click the "plus sign" icon within the Automation tile.
Step 9
An "Automation Assign" pop-up will appear.
Step 10
Click into the dropdown menu and scroll or keyword search for the Automation you want to assign and click on it.
Step 11
Click the blue "Assign" or "Cancel" button to abandon the action.