Thank you, @karstenkoehler! The more I think about it, since this is an ARR field for recurring customers (at least for this initial version), I think I’m okay with omitting the Pilot revenue from deals that did not convert to a contract.
With that said, the team automatically puts the word “pilot” in the “deal name.” It is also closed as “did buy” instead of “closed won” as it’s final Deal Stage.
I was hoping just addin some fitlers to the initial logic would do the trick. But I’m having trouble getting it to execute.
I was hoping it could be as simple as filtering the word “pilot” out. Is this not the case? I even tried an unenrollment trigger.
Or maybe I’m just being impatient and the change won’t show utnil tomorrow if workflows won’t refresh/run until over night?
@JNo filtering by deal name should work, however, if deals have gone through this workflow already, that filter will not remove the value again. You would have to clear the property for all deals (or at least the pilot deals) first: Bulk edit records
@JNo no, as the records have already been updated. Cloning the workflow doesn’t change the already updated workflows. You would have to clear the values for those records that shouldn’t have it (or for all, then re-run the workflow), see my previous reply.
It is like a great use case for automation! You might want to set up a workflow that copies the “Amount” from Closed-Won deals to the Customer Success card. For the yearly total, using a custom report or calculated property could help track upsells within the same year. Hope you get it working smoothly snapchatplanetsorders.com.
@JNo Ran into this exact issue myself, and found a tool called SyncStation that keeps properties in sync between objects (companies, deals, tickets, etc.) based on rules you set up, so you don’t have to rely on workflows for every field. Here are their details www.syncstation.app
Ran into this exact issue myself, and found a tool called SyncStation that keeps properties in sync between objects
@CGrove5 please let’s keep things transparent - it doesn’t look like you “found” this tool. You’re the RevOps director at Cybersolve, the company behind SyncStation. It’s a bit dishonest to position this as an organic find if you’re promoting your own solution.
