Step-By-Step Guide to Creating 'Move Deal Stage' Automation
1. Access Applications Menu:
Hover over the navigation bar to the left of the dashboard and select ‘Deals’.
2. Navigating to Deal Automations:
Ensure you're on the 'My Deals' tab within the 'Deals' application. Click the 'Deal Automations' button located in the top right corner.
3. Add 'Move Deal Stage' Automation:
Upon clicking, your current sales pipeline view will change to display only existing deal automation. If no automations have been created yet, this page will be empty. Determine the appropriate stage for your pipeline and click '+ Add Deal Automation' under that stage.
4. Choose 'Move Deal Stage':
Select 'Move Deal Stage' and then click 'Continue' at the top right of the page.
5. Select the Stage:
Utilize the dropdown menu to choose the deal stage you want the deal card to move to upon completion of the automation. Click 'Continue'.
6. Set Up Custom Delay:
If necessary, establish a custom delay for this action at this point. As you enter a value, the bolded text at the top updates to show the actual delay time. If a delay is to be implemented, you should also set a descriptor explaining the reason for the delay in the last field. Press 'Continue' when done.
7. Confirm Automation Setup:
Your 'Move Deal Stage' automation is now active. You can verify your new automation under the corresponding stage on the original 'Deal Automations' page.
8. Review Automation Details:
Your automation should be set to happen immediately, with your chosen descriptor displayed beneath it. If you click on the small button on the right, you will see options to adjust or remove the automation.
After the automation is set, a small button to the right of the automation allows for its management. You can utilize the 'On/Off' toggle to enable or disable the automation without removing it. To modify the automation, click 'Edit'. To permanently remove this automation from the deal stage, click 'Delete'.