The AdvanceCM Rates Automation Autopilot Wizard allows users to set up automated actions whenever rates are created or updated. This streamlines rate management and ensures rate-related rules and notifications are consistently applied across the platform.
Accessing the Rates Automation Autopilot Wizard
To access the Rates Automation Autopilot Wizard, navigate to the Automations option in the top menu bar.
Select Rates on the Autopilot overlay to view the available automation options for rates.
Click the Rates option on the Autopilot overlay to see the automation options available for Rates.
Created/Updated Tab
When rates are created or updated, users can configure specific automation actions to be triggered for those rates.
Click the Configure button (as shown in the screenshot) to open the Rates Automation Overlay, where you can define the desired automation settings.
For more details about setting up rates automation, please refer to this article.
As always, please contact us with questions any time. We're happy to help.