Using Business Rules to Automate Tasks Business Rules allow you to automatically perform actions when certain events happen in BDP. This can help reduce manual work, speed up responses to enquiries, and ensure consistent processes across your team. For example, you might create a rule to: Automatically email contacts when a Closing Date has been […]
Articles Tagged: Boolean
Business rules walkthrough for ESPC Booking Calendar
Before setting your own business rules to manage the Booking Calendar we strongly suggest that you become familiarised with being able to create business rules by reading this help article: BDP Command – Business rules walkthrough We recommend that these are initially set-up in the BDP training environment and NOT in the live environment, please […]
How to use interchangeable blocks of text within email templates
Within the BDP rule builder, it is possible to have interchangeable blocks of text which appear under different conditions. This may be useful if, for example, you want to email the seller of a property to inform them that EITHER a formal OR an informal note of interest (NOI) has been placed on their property. […]