Automatically enroll a deal in Sequence whenever a deal stage is Updated in a pipeline by combining the power of two great tools of Salesmate - Workflows and Sequences.
NOTE: You need to create a sequence first. Learn more
To create a workflow :
- 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
1. Basic Information
- Create a workflow on the "Deals" Module
- Provide a Rule Name
- Give a description if required, then click on Next.
2. Execute On
- Execute the workflow on Field Update
- Select the field update as Pipeline
- Select 'From' stage >> Select 'To' stage
3. Rule Criteria
- You can also apply specific conditions to your workflow
- Say, where Tags = Lead
Under Actions, select "Enrol to Sequence"
Here, now select the Sequence option:
- 'Select Sequence' From all the sequences available inside your account, in which you want to enroll the contacts.
- 'From Email': The email address from which you want to send emails.
- 'From Number': The number from which you want to send Text/SMS.
- 'Select Sequence Stage to Start with': You can also select from which stage of the sequence you want to start with.
- 'EXECUTION': You can also select the execution of the sequence accordingly, i.e., Immediate or Scheduled.