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Actions are the components that makes Automating EmpowerCRM iEnterprise CRM really powerful. The product comes with the most common types of Actions and a facility to create complex ones as well. Available Action types option depends on weather the Automation task is running on the UI or background.

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Follow steps below to create and maintain an Automation Action:

Image Modified	Action	Description
1.	Click Setup from the Module Tabs.	Image Modified
2.	Click on Automation > Automation Action from the Settings pane on the left.	Action List opens
3.A.	To Add an Action:	Image Modified
Image Modified	Click New Action	Form opens
Image Modified	Enter an Action Name	Image Modified
Image Modified	Select Action Type Refer to Action Types section for detailed description.	Form refreshes depending on the type selected
Image Modified	Populate the fields that are required for the Type of action that you selected.	Fields varies per type of action. Refer to Action Typessection for detailed description.
Image Modified	Click on Save to save action.	This action will now be listed under the Select Actions dropdown on the Step section when creating an Automation Task
3.B.	To Edit an Action:	Image Modified
Image Modified	Click Action name to open the specific action	Form opens
Image Modified	Make necessary changes	Image Modified
Image Modified	Click on Save to save action.	Image Modified
3.C.	To Delete an Action:	Image Modified
Image Modified	Click Action name to open the specific action	Form opens
Image Modified	Click on Delete to delete record.	Image Modified
Image Modified	Click OK on the Proceed with Deletionprompt	List is refreshed and action is removed