Deal Workflow

[DaveStone]

I am trying to set up property values apon entering and leaving stages.  So is there a way to force field, say a status, to be a certain value apon entering a stage? or maybe clearing out values if someone had to return a deal to a previous stage?

[webdew · Accepted solution]

Hi @DaveStone ,

You can set up the value for a certain property when the deal is at a particular stage. You have to create a deal-based workflow for that and the action will be 'Set property value'. The wf will look something like this:

Hope this helps!
If we were able to answer your query, kindly help the community by marking it as a solution.
Thanks and Regards.

[karstenkoehler · Accepted solution]

Hi @DaveStone,

Yes, this is a common use case. In the right actions sidebar of a deal workflow, you should see "Set property value" and "Clear property value" which do exactly what you're looking for:

As far as enrollment criteria of this workflow go, you need to reference the the pipeline stage they're entering, not the one they're leaving. For example, if you want to update a property once a deal enters the "Contract sent" stage, it would look like below:

Hope this helps!

[DaveStone]

still not working as I place a deal into "assigned/review" stage I would expect to see the status of the deal change

When I review the deal the status is still assigned a different status. I see in the history record where it was updated

[karstenkoehler]

Hi @DaveStone,

Just to rule out a few obvious things:

• Is the workflow switched on? (Review and publish in the top right corner)
• Can you check via the Test button (top right corner) whether your deal would enroll in the workflow? Or: can you confirm that it actually enrolled?
• Was the deal potentially enrolled in this workflow before? If so, it would not re-enroll automatically. You would have to tell the workflow by clicking into the enrollment triggers and, in the tab Re-enrollment, select "Deal stage is any of". You would then have to re-trigger it by changing the deal stage again.
• If none of the above works, can you please click Details (top left) and, under Action logs and Enrollment history, use the "Select a deal" dropdown to search for your deal and share screenshots here of what you see.

Best regards!

[webdew · Accepted solution]

Hi @DaveStone ,

You can set up the value for a certain property when the deal is at a particular stage. You have to create a deal-based workflow for that and the action will be 'Set property value'. The wf will look something like this:

Hope this helps!
If we were able to answer your query, kindly help the community by marking it as a solution.
Thanks and Regards.

[DaveStone]

I am sorry but that is what I have right?

[DaveStone]

Thank you. I ended up calling the support line and they were able to get me back on the right track.