How to create this workflow?

[LLampe]

We would like to create a workflow for when a deal reaches the stage ''won''. This workflow is meant for our sales team to not forget some administrative tasks about this deal. So for example a week after the deal reaches ''won'' the sales employee needs to get a automative checklist with some actions that has to be done, or he still has to do. 

[karstenkoehler · Accepted solution]

Hello @LLampe,

A deal-based workflow could look like this:

If you want to create multiple tasks, you can do so by clicking on the + sign.

Let me know if you have any follow-up questions!

[LLampe]

Hi Karsten,

Thankyou that is very helpfull! I have one other question about a workflow.

When we have an deal that reaches the stage ''qualified to buy'' it is important that our sales team has spoken with different people in that organisation, for example a financial employee. How would you set up a workflow for that?

[karstenkoehler]

Hi @LLampe,

There are ways to set this up. As this is a separate question, could you create a new thread?

Best regards

[LLampe]

I did! 🙂