How can I create an Activity once the deal has been marked as WON Follow

Sales Reps need to perform various activities to close a Deal during its final stages. Whenever a Deal has been closed and marked as Won there are sets of actions that are needed to be performed by different verticals of employees.

Remembering and executing these Activities manually is a tedious task, hence Salesmate has come up with the possibility to have an activity triggered when a deal is marked 'Won' using Salesmate Workflows.

To create the Workflow,

• Navigate to the Profile Icon from the top right corner.
• Click on the Setup Section
• Head over to the Automation section
• Click on Workflow 

• Add a Workflow - Create a "New Rule"

Basic Information

• Select the Module to create a Workflow (Ex: Deal)
• Enter the Rule Name: Create Activity when a Deal is marked as WON ( You can provide any rule name, which helps you to understand flow)
• Mention the Rule Description: Create an Activity when a Deal status is changed to WON (Any description, which helps you to understand your flow afterward) 
• Once done, click Next to move further

Executes On

• Then select an action based on which the rule should be executed (Ex: Field Update)
• You will get an option "From" and "To" please select your choices
• Select field: Status from Any to WON
• Click NEXT

Rule Criteria

• Do not place any conditions in case you want to execute the workflow for the Field update
• Then click on Next

Actions

• Now select the Action 
• Click on + Add

• Title: Purpose for which Activity is Created
• Type: Helps you to identify the kind of Activity the user needs to perform i.e. call, task, meeting, demo
• Choose Start Date: Select the Activity Field plus the number of days
• Duration: Select the Time the Activity should last
• Availability: Busy/Free, this option helps users identify availability for other meetings
• Internal Note: Internal summary can be maintained for quick reference. The "Internal Note" - does not sync with your calendar and can be viewed in the Salesmate web and Mobile app only.
• Owner: The Key Account Manager handling the Activity 
• Followers: Associate users or contacts for internal tracking (this does not affect Calendar invites)
• Tags: Tags help you easily identify records under Filters and Conditions for the next sets of Action
• Location: You can provide Meeting Location Details using this option
• Once done, hit Save