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.
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?