topic Adding UPSELL Tag in Tips, Tricks & Best Practices

Adding UPSELL Tag

VLingvyte — Tue, 14 May 2024 21:44:28 GMT

Rookie question here as I did not see suggestions (it is possible I missed it). we have professional sales / marketign hubs

We have a Sale Upsell pipeline that I have created a workflow to the CS pipeline.

I would like to add a tag called UPSELL when we have a repeat customer.

The tag would appear on the deal in the CS pipeline after a workflow automates the move from sales upsell pipeline. I am stuck as to

1. what filter to use to create tag and

2. where in the workflow i would add it?

Thanks

Re: Adding UPSELL Tag

Jnix284 — Wed, 15 May 2024 03:02:04 GMT

Hi @VLingvyte I'm happy to help answer your question about creating a deal tag for UPSELL.

As a starting point, you would need to create a deal property that effectively identifies the deals that are upsell - you could create a workflow that says, if deal pipeline = upsell, update custom deal property = upsell.

This would create the background property you need when it moves to the CS pipeline - at which point you would use a Deal Tag filter to identify deals that have the custom property = upsell to flag as such.

Assets you'll need to create:

custom deal property - either single checkbox (true/false) or dropdown with "upsell" value

deal workflow - to update the custom deal property based on the upsell pipeline

deal tag - configure based on custom deal property

Note - deal tags apply to all pipelines, so if you don't want all of your upsell deals to show the upsell tag in the upsell pipeline, you'll need to update your filters accordingly when you configure the deal tag

Re: Adding UPSELL Tag

Lucila-Andimol — Wed, 15 May 2024 09:21:02 GMT

Hey @VLingvyte

I'm thinking that you can create a Deal Tag for the CS pipeline when a company has more than 1 or 2 associated deals.

This will out a color tag on your deals with the word "Upsell"for example.

Then you can have a workflow that when this tag is applied in the CS pipeline, you can create a new deal in the Sales Upsell pipeline to be worked up.

Here is more info on how to create deal tags.

This an example on how can be set with filters

This is how it will look like

And for the 2nd workflow you will need to filter deals with the tag Upsell

The warning here is that if you work at a deal level, all the deals will be copy into the Sales upsell pipeline, giving you multiple deals per company instead of 1.

I'd work at the company level, let say, companies that have more than 1 deal associated then create a new deal in the sales upsell pipeline. This is just a more efficient suggestion.

hope this helps