Workflow automation based on Deal “Rotten” status

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Caleb Mellas

• March 05, 2020 21:47

We would like to be able to trigger a workflow when “a deal turns rotten”.

Based on the official article on “The Deal Rotting Feature”, a common scenario when a deal is “rotten” would be creating an activity to follow up with the deal customer.

https://support.salesmate.io/hc/en-us/articles/115000655889-The-Deal-Rotting-Feature#C

Following up on a rotten deal is currently a manual process, and the only way to know if a deal is “rotten” is via a “yellow bar” in the ui. 

Please add a feature which allows us to trigger automatic workflows when a deal turns “rotten”.

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  Caleb Mellas

  • March 09, 2020 21:29

  This seems like a “basic/standard” workflow feature where I want to automate what happens when a deal is not moving through a pipeline as it should. Please add this feature!

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  Jason Galicinski

  • March 09, 2020 22:36

  YES! PLEASE!

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  Sebastian Kontarovsky

  • April 15, 2020 19:35

  Please add!

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  darb

  • August 31, 2021 06:54

  Is this being worked on?

   

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