Workflows in Deal Stages

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Boost your efficiency and accuracy by automating your deal workflows.

• Transcript

  When your Deals move from one stage to the next, you can have the system automatically trigger a Workflow. 

  A workflow is group of several client related actions. 

  Here's how it works. 

  We have a Deal set up here that tracks your software sales. 

  When I first add a contact to this Deal, I will put them in the first stage called ‘Interested’. 

  When I have someone who’s interested, I want several things to happen.

  I want to change the Category of the contact to Prospect.

  I want to Add a Note to the contact. 

  I want to start the contact on an Autoresponder.

  Then I want to start a To-Do Plan that has my demo coordinator and team member following up to get a demo scheduled. 

  Finally, I want to notify my assistant that we have a new Deal in the works.

  Fortunately, I have already set up a workflow to group all of these activities together. 

  It's called ‘Interested Prospect Start’ and here it is. 

  Now I want to tell the system that whenever a Deal is moved into this stage, to run this workflow.

  So I go to Deal Settings, select the right Deal Type, and then I’ll click Configure.

  I'll edit this stage and attach the Workflow to it, like this. 

  Here I would decide if I want to run this Workflow, just the primary Contact or for the primary contact, plus all the related contacts.

  By the way, Workflows are run at the time you move the Deal into that stage.

  If at that time you don't have any contacts associated with that Deal, some of your actions might not be able to run. 

  For instance, if one of your actions is to start a contact on an Autoresponder and you don't have a contact on that Deal, nothing will happen. 

  Then if you add a contact to that Deal later after you have moved the Deal into that stage, still nothing will happen.

  Remember, workflows are run one time, when you move the Deal into that stage.

  Back to the Deal Stages, when I click save, the workflow is now attached to this Deal Stage.

  Here is a little magic wand indicator reminding you that there's a workflow attached.

  In my Deal Stages, not only do I have the workflow I just set up, you see here I also have a different workflow attached to the Demo Stage.

  So now when I move this Deal to the Demo Stage, this box will pop up and I have a couple of choices on how I want to proceed.