💬 RevOps Discussions

JStenbaek
Contributor

track only one active deal?

Hi all, we are using one deal to track our billing and validate revenue. the issue is when we are doing a upsell the old deal becomes obsolete. I, therefore, have a property on the deal called "Deal superceeded" meaning that this deal is not the active deal anymore. But how do I automate this so that whenever a new deal is Closed Won all other deals on the company are set to supersede? 

1 Reply 1
GRajput
Key Advisor | Platinum Partner
Key Advisor | Platinum Partner

track only one active deal?

Hi @JStenbaek 

Yes we can mark deals as suspended unless it is closed won. We can achieve this through automation by creating a workflow please refer to the screenshot below:
After setting the Trigger we will check the deal stage is none of Closed won, Then set the property to Suspended

image (3).png

 

Please mark it as solved if you like the solution 

Thank you!

Gaurav Rajput




Gaurav Rajput
Director, MarTech( Growth Natives)

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