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

Sales Rep's needs to perform various activities in order 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.

Here is an Article and steps to help you through the process of setting up your workflow once the status of the deal is changed to WON:

• Click on your Profile Icon at the top right corner of your screen
• Go to Setup
• Sales Automation >>Workflow Management

• Add a Workflow - Create a "New Rule"

Workflow :

1. Basic Information

Module: Deal

Rule Name: Create Activity when a Deal is marked as WON ( You can provide any rule name, which helps you to understand flow)

Rule Description: Create Activity when a Deal status is changed to WON (Any description, which helps you to understand your flow afterward) 

Click Next

2. Executes On

Action: Field Update (Choose an action based on which the rule will be executed)

Executes the Workflow Rule when the specified field(s) are updated.

• You will get an option "From" and "To" please select your choices
• Select field: Status from Any to WON
• 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 a 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.

Note:

• Do not select the owner if you want the Deal owner to be the owner of the activity
• Trigger today + 2 = Activity will be due for after 2 days when a stage is updated.
• If you select plus 0, then it will be assigned right away and marked to be completed on the same date.
• If you add 2, it will be assigned right away and marked to completed in next 2 days.

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)