You will require basic knowledge of workflow management before going further.
This Article helps you in creating a "New Activity" using workflow management, whenever an activity under your sales flow has been marked as Completed.
Your sales cycle requires a particular set of activities to be carried in specific order to close a deal. So you need to set-up a flow whereas new activity should only get created if previous was was finished.
Use Case:
Schedule a "Call" with contact whenever a deal is created. Once "Call" is done, we need to send a followup email after two days, and after that email, we should again have a call in next three days.
The above case can be achieved by following below mentioned steps -
- Navigate to Profile Icon from top right corner.
- Click on the Setup Section
- Head over to the Sales Automation section
- Click on Workflow Management
- Click on + New Rule
Workflow 1:
1. Basic Information
Module: Deal
Rule Name: Schedule a call when a deal is created ( You can provide any rule name, which helps you to understand flow)
Rule Description: (Any description, which helps you to understand your flow afterward)
Click Next
2. Executes On
Action: Creation
Executes the Workflow Rule when a record is created in the above-selected Module
3. Rule Criteria
Place any conditions in case if you want to execute such workflow for the deal's in particular pipeline or deal which have deal-value more then $2000.
Click Next
4. Actions
Assign Activity
Type: Call
Title: 1st Call
Due date: WFRule Trigger Date plus 0 ( So the "Call" type of activity will be due today itself )
Tags: first-call ( this will help you to set up further steps, you can have any tag over here )
Please add teammates, participants, and activity description as per your requirement.
Workflow 2:
1. Basic Details
Module: Activity
Rule Name: Remind me for sending an email on the 2nd day after my call
Rule Description: (Any description, which helps you to understand your flow afterward)
2. Executes On
Action: Field Update
Field: Completed From: No, To: Yes
3. Rule Criteria
Tags equal to "first-call" ( Note: We added first-call as "Tag" in our previous workflow)
4. Actions
Assign Activity
Type: Email
Title: Send 1st followup email after Call
Due date: WFRule Trigger Date plus 2 ( So the "Email" type of activity will be due in two days)
Tags: first-email ( this will help you to set-up further steps, you can have any tag over here )
Please add teammates, participants and activity description as per your requirement.
Workflow 3:
1. Basic Details
Module: Activity
Rule Name: Remind me for 2nd call
Rule Description: (Any description, which helps you to understand your flow afterward)
2. Executes On
Action: Field Update
Field: Completed From: No, To: Yes
3. Rule Criteria
Tags equal to "first-email" ( Note: We added first-email as Tag in our previous workflow )
4. Actions
Assign Activity
Type: Call
Title: 2nd follow-up call
Due date: WFRule Trigger Date plus 3 ( So the "Call" type of activity will be due in three days )
Tags: second-call ( this will help you to set-up further steps, you can have any tag over here )
Please add teammates, participants and activity description as per your requirement.
Note: We can repeat such a process for N number of steps.
You are all set, sit back and enjoy the automation which would surely save your time from repeated follow-up creations and manual labor.
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