Deal Automation is potentially the most powerful feature available within the Deals application.
When your sales personnel are working a pipeline, they are likely completing similar tasks daily for each new deal. This might include sending a follow-up email or sending a text message a day later as a reminder. The more tasks that need to be done manually, the greater potential there is for human error.
The Deal Automations feature allows you to automate any number of these tasks throughout the various stages of your sales pipeline.
This article will walk you through how to create Add a Reminder automation for your sales pipeline. This will cause your deal record to automatically move to the next stage without your manual input.
Accessing the Deal Automations Menu
Navigate to the Deals application. Make sure you are on the My Deals tab.
Click on the Deal Automations button in the top-right corner.
How to Add 'Add a Reminder' Automation
Your current sales pipeline view will update to remove your deals and show only the existing deal automation. If you have yet to create an automation, this page will be empty along with a 0 at the top of each stage.
Decide on the appropriate stage for your pipeline. Then, follow the steps described below:
Click on + Add Deal Automation under the appropriate stage.
Click on Add a Reminder. Then, click Continue in the top-right corner.
Use the following menu to create your reminder:
You will need to create a title for your reminder, select a type by using the dropdown, and use the final dropdown to select when you want to receive this reminder. For example, if you set it to 2 days, you will receive the reminder in 2 days from the point that the automation triggers.
Finally, use the Assigned to field to select the user that should receive this reminder.
Then, you can enter any text as necessary in the editor. When you're satisfied, click Continue once more.
As with all automation, you can set a delay for this automation to occur. Be mindful of this when using it with the reminder setting as the action delay will add to the delay you selected when creating the reminder.
As you enter a value into a field, the bolded text at the top will update to show the actual delay time. You must also set a descriptor explaining the reason for the delay in the final field. When you're finished, click Continue once more.
Note - You do not have to create a delay. You can leave each field set to 0.
Congratulations! Your automation is now in place. You can check out your new automation under the appropriate stage on the original Deal Automations page.
You can see that our automation is set to happen immediately along with our descriptor of "test" just below.
If you click on the small button just to the right, you will see the following options:
You can utilize the On/Off toggle to adjust this automation as necessary without deleting it.
If you click Edit, you will return to the original automation customization page.
If you click Delete, you can permanently remove this automation from the deal stage.
Using Multiple Automation Steps
It is possible to create multiple automation steps within one deal step. When adding more than one automation, be very aware of your delays to ensure that you don’t accidentally cause actions to overlap. Once an automation step occurs, there is no way to reverse it. That’s everything you need to know about this automation type! Happy building!