Step-By-Step Guide to Creating 'Change Deal Owner' Automation
1. Access Applications Menu:
Hover over the navigation bar to the left of the dashboard and select ‘Deals’.
2. Access Deal Automations Menu:
Make sure you are on the 'My Deals' tab, then click on the 'Deal Automations' button in the top right corner.
3. Choosing Automation Stage:
The view will now show only the existing deal automation instead of your deals. If no automation has been set up before, this page will be empty. Decide on the appropriate stage for your pipeline automation.
4. Adding Deal Automation:
Click on '+ Add Deal Automation' under the appropriate stage.
5. Selecting 'Change Deal Owner' Automation:
Choose 'Change Deal Owner' and then click 'Continue' in the top-right corner.
6. Assigning New Deal Owner:
In the dropdown menu, select a user from your account to become the new deal owner when this automation triggers. Then, click 'Continue'.
7. Setting up Custom Delay:
In this step, you can establish a custom delay for this action if necessary. The bolded text at the top will update to display the actual delay time as you enter a value. You must also provide a reason for the delay in the final field. When you're finished, click 'Continue'.
Note: You can leave the delay fields set to 0 if you do not wish to create a delay.
8. Completion of Automation Setup:
You have successfully set up your automation. You can view your new automation under the appropriate stage on the original 'Deal Automations' page. Your automation and its descriptor (e.g., 'test') should be visible immediately.
Once the automation is set, a small button to the right of the automation allows you to manage it. You can use the 'On/Off' toggle to enable or disable the automation without removing it. If you wish to modify the automation, click 'Edit'. To permanently remove this automation from the deal stage, click 'Delete'.