Feature Requests

When leads are new, then get scheduled with a date... the system should automatically set it to "scheduled". Defeats the purpose of having automations when leads are 'scheduled'. We still have to remember to set them to "scheduled". 100% of our leads book until after we contact them.

The automation seems to trigger when you select the option to send... Not actually sending it. I've attached the button picture. I was going to send it and then decided to not & it still triggered the automation. I'm assuming it was because this button was hit instead of the actual sending action of the estimate.