CRM

KPathak
Miembro

How to only move select deals in automations for contacts with multiple deals?

We have a range of product offerings and conduct various tests meaning contacts can have multiple deals.

 

I'm finding when building automations for the deal pipelines all deals under a contact are included in the workflow moving deals to different pipelines. 

 

How can I specifiy a certain deal to move in the specific pipeline for a contact?

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3 Respuestas 3
CateDuarte
Colaborador líder | Partner nivel Elite
Colaborador líder | Partner nivel Elite

How to only move select deals in automations for contacts with multiple deals?

Hi @KPathak do these Deals have any property that differentiates them?  If yes you could use it i the triggers. 

Catarina Duarte

Senior Consultant | Periti Digital
Email: cduarte@peritidigital.com
KPathak
Miembro

How to only move select deals in automations for contacts with multiple deals?

Hi there, I do but when applying changes to the deal stage and pipeline I only have the ability to change "All deals".

Thank you for replying and helping!

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CateDuarte
Colaborador líder | Partner nivel Elite
Colaborador líder | Partner nivel Elite

How to only move select deals in automations for contacts with multiple deals?

Would need to see an example to be able to help further. 

Are you building the Workflows directly from the Pipeline Automation option?

That can limit your possibilities. 

Catarina Duarte

Senior Consultant | Periti Digital
Email: cduarte@peritidigital.com