How to create activities automatically when deal stage is updated? Follow

Feeling difficulty in managing your Activities?

Do you have multiple sets of Activities that needs to be performed at different stages of your sales cycle?

We understand your pain hence have come with Automation of workflow rule to help you through:

• Creating an organized environment as you manage and monitor your ongoing deals.
• How it works when a deal reaches a new stage in your Sales Pipeline?
• Add activities to deals reaching certain stages.
• Set it up, and every time a deal reaches a new stage, Salesmate will add a new activity.

Here is an article and steps to help you through the process of setting up your workflows :

• Navigate to the Profile Icon on the top right corner
• Click on the Setup
• Head over to the Sales Automation category
• Click on Workflow Management

• Click on + New Rule

Workflow :

1. Basic Information

Module: Deal

Rule Name: Schedule a call when a deal stage is updated  ( 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: Field Update

Executes the Workflow Rule when a "Field is Updated" (Stage of a Deal) is Updated in the above-selected Module

• Select Pipeline as your field
• You will get an option "From" and "To" please select your choices
• For Eg: From "Opportunity" 1st Stage to "Any" Stage of a Pipeline, Say "Qualified"
• Click Next

3. Rule Criteria

Do not place any conditions in case if you want to execute the workflow for the field update

Click Next

4. Actions

Assign Activity

• Click on + Add

Type: Choose the "Type" of Activity you would like to create - Call, Task, Meeting, Appointment, Reminder, Etc.

Title: Provide a suitable "Title" for the Activity that would be created after workflow execution

Due date: 

WFRule Trigger Date (Today) plus 0 means that the activity will be due today itself

Estimated Close Date select plus as operator and specify the integer number as the Due date in case of Activity to be performed after a certain period of time.

Tags: It's recommended to add "Tags" to your Activities to identify if they have been executed from a particular workflow ( this will help you to Filter your Activities at a later stage)

 Other Information:

• Add teammates, participants and activity description as per your requirement
• Select owner if you want to assign it to a particular user, in case you have more members in your team, to whom you want to assign it
• If owner field is left blank, the task is assigned to the user who has updated the deal stage
• Specify the duration of the activity if required, else you can leave it blank
• Add Description if you want to explain the Activity to the user in Detail

Save and Associate