What the ⚡ icons on the board mean
When a deal enters a stage with automations, icons and badges on its card show what ran. The ⚡ chip lists every action, when and to whom.
Who can use this
OwnerCompany adminDepartment managerHRMemberRequirements
- CRM access (department, personal grant or channel)
A Company admin can set automations per stage, such as an email, a task or a proposal draft. See Stage automations: message customers when a deal changes stage. When you move a deal into such a stage, the card shows you what happened.
What you see
- Small icons fly out of the card, one for each action.
- Badges appear on the card: ✓ for an action that worked, ✕ for one that failed.
- A ⚡ chip with the number of actions stays on the card.
A failed action flies back and drops onto the card with a red ✕.
The icons
| Icon | What ran |
|---|---|
| ✉️ | Email sent |
| 📅 | Booking link sent |
| 💬 | WhatsApp or chat message sent |
| 📝 | Task created |
| 📄 | Proposal or contract draft created |
| 🧾 | Invoice created |
| 🚀 | Onboarding started |
| 🔔 | Team notified |
| 👤 | Contact updated |
The ⚡ chip
Select the ⚡ chip to open Automations that ran: each action, the time and who got it (To …). A failed action shows the reason, for example a missing email address.
After a reload, the chip is shown for deals moved in the last 24 hours.
Turn the animations off
Open Settings → Sounds and ringtones and switch off Automation animations. Icons fly out of a deal card when stage automations run. Off, or with reduced motion on, you only see the badges.
A failed action does not undo the stage move. Fix the cause, for example add the customer's email, and do the step by hand.