Lists, Lead Scoring & Workflows

LLampe
Teilnehmer/-in

How to create this workflow?

lösung

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. 

0 Upvotes
1 Akzeptierte Lösung
karstenkoehler
Lösung
Berühmtheit | Partner
Berühmtheit | Partner

How to create this workflow?

lösung

Hello @LLampe,

 

A deal-based workflow could look like this:

 

karstenkoehler_0-1675156570203.png

 

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!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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4 Antworten
karstenkoehler
Lösung
Berühmtheit | Partner
Berühmtheit | Partner

How to create this workflow?

lösung

Hello @LLampe,

 

A deal-based workflow could look like this:

 

karstenkoehler_0-1675156570203.png

 

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!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

LLampe
Teilnehmer/-in

How to create this workflow?

lösung

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?

0 Upvotes
karstenkoehler
Berühmtheit | Partner
Berühmtheit | Partner

How to create this workflow?

lösung

Hi @LLampe,

 

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

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

LLampe
Teilnehmer/-in

How to create this workflow?

lösung

I did! 🙂

0 Upvotes