Business guides & product help
Configure a defined task in AxiomBlue Professional’s automation tools. Start with a suitable preset, inspect the trigger, conditions and field mapping, and test the expected result and stopping cases before enabling it. Use execution records and the relevant report to review exceptions and assign the next action.
Follow the product steps
These instructions open on our documentation site.
Understand the process
Business guide
On AxiomBlue Professional, start with a quote-follow-up preset, review its trigger, delay, conditions and recipient mapping, then test accepted, declined and changed quotes before enabling it. Keep replies and exceptions with a named person.
Read the guide →