Workflow to nudge Sales Reps on Stale Deals

[LFenton20]

I've seen many similar posts on this but none address the re-enrollment part of the workflow.

We want to nudge Deal Owners on deals that have had no contact and no scheduled activity. We want them to be notified once a week if the deal still meets the criteria, re-enrollement is turned on, will this keep adding the deals after they already completed the workflow?

[karstenkoehler · Accepted solution]

Hi @LFenton20,

That depends on your re-enrollment settings. Can you please share which re-enrollment settings you specified? (Click into enrollment box, switch tab in left sidebar to re-enrollment, share screenshot.)

Keep the following things in mind:

• If "Last contacted is unknown", I would also consider that stale – it's however not considered in the current enrollment criteria.
• A dumb but easy way to design this workflow is to simply repeat action 1 and 2 for another 10 or 20 times, then set up unenrollment criteria so that a deal leaves the moment there is some activity. 
• If you want to send a weekly email about stale deals, a dashboard might be a better option, depending on how many sales reps you have: https://knowledge.hubspot.com/dashboard/email-or-export-reports-and-dashboards#manage-recurring-dash...

Best regards

[LFenton20]

@karstenkoehler Sure here's the re-enrollment settings

[karstenkoehler · Accepted solution]

@LFenton20 re-enrollment based on 1, 2, 4, 5 don't make sense and could be disabled.

But yes, with the third ticked, a deal would re-enroll if they're not still in the delay and if the last contacted date is more than 7 days ago.

[karstenkoehler · Accepted solution]

Hi @LFenton20,

That depends on your re-enrollment settings. Can you please share which re-enrollment settings you specified? (Click into enrollment box, switch tab in left sidebar to re-enrollment, share screenshot.)

Keep the following things in mind:

• If "Last contacted is unknown", I would also consider that stale – it's however not considered in the current enrollment criteria.
• A dumb but easy way to design this workflow is to simply repeat action 1 and 2 for another 10 or 20 times, then set up unenrollment criteria so that a deal leaves the moment there is some activity. 
• If you want to send a weekly email about stale deals, a dashboard might be a better option, depending on how many sales reps you have: https://knowledge.hubspot.com/dashboard/email-or-export-reports-and-dashboards#manage-recurring-dash...

Best regards