Opportunities Module Interactions

Automating opportunities in the software is a straightforward process that can be accomplished using the platform's powerful workflow builder. Follow these steps to automate your sales processes and streamline your workflow:

Step 1: Identify Repetitive Tasks
Start by identifying tasks or processes within your sales workflow that are repetitive and time-consuming. These could include tasks such as sending follow-up emails, assigning leads to team members, scheduling appointments, or updating opportunity statuses.

Step 2: Design Automated Workflows
Navigate to the "Automations" section in your platform dashboard.

Click on "Workflows" to access the workflow builder.

Click on "Create New Workflow" to start building your automated workflow.

Give your workflow a descriptive name that reflects its purpose.

Step 3: Choose a Trigger Event
This could be an action taken by a lead, such as filling out a form, clicking on a link, or reaching a certain stage in the sales pipeline.

Opportunity triggers

1. Opportunity Status Changed: Trigger a workflow based on updating an opportunity's status. Opportunities can be filtered based on any of the standard or custom fields linked to that opportunity.

2. Opportunity Created: Triggering workflows based on the creation of an opportunity. This trigger can be filtered based on any standard or custom field linked to the opportunity being created.

3. Opportunity Status Changed: Filters opportunities where there has been a change in status.

4. Stale Opportunities: Filter opportunities where there has been no change for <X> days, and these opportunities can also be filtered based on different standard and custom fields.

5. Pipeline Stage Changed: Workflows can be triggered when a pipeline stage is changed, and these can also be filtered based on multiple opportunity standard and custom fields.

Step 4: Add Workflow Actions
Add actions to the workflow that will be performed automatically when the trigger event and conditions are met. These actions could include sending emails, assigning tasks, updating opportunity statuses, or scheduling appointments.

Currently, there are two opportunity actions:

1. Create or Update Opportunity: Allows you to create or update opportunity fields to a new value for the opportunity that gets triggered. You can update multiple fields like: Pipeline, Pipeline Stage, Opportunity Name, Opportunity Source, and also Opportunity Status along with Lost reason, and many more.

2. Remove Opportunities: Allows you to remove the filtered-out opportunity from a certain pipeline.

3. IF/ELSE: You can also fork the workflow based on a certain condition. Please note you can only use opportunity fields in the filter if you have an opportunity-based trigger in the workflow. All standard and custom fields can be used to filter the branch in this stage.

Step 5: Test and Refine
Once you've created your automated workflow, test it to ensure that it functions as intended. Trigger the workflow using test leads or dummy data, and verify that each action is performed correctly. Monitor the workflow's performance and gather feedback from team members to identify any areas for improvement. Make any necessary adjustments or refinements to the workflow based on testing and feedback.

Step 6: Activate the Workflow
Once you're satisfied with the performance of your automated workflow, activate it to start automating your sales processes. The software will automatically trigger the workflow whenever the specified conditions are met, ensuring that repetitive tasks are handled efficiently and consistently.