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Managing your bitCRM automations is key to maintaining flexibility and relevance in your workflows. Here’s how you can edit or delete automation settings to stay aligned with your latest goals.

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Step 1: Access bitCRM Automation Dashboard

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Step 2: Choose and Edit Automation

  • To edit, click on the automation you desired, implement the update, and click “Save changes”.
Click on the automation you desired## Step 3: Delete the Automation
  • To delete, click the “three dots” on top right and select “Delete automation”
Click the “three dots”Select “Delete automation”