Manual workflow stops when deal status changes

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RichardF
Member

I have a manual workflow that we are entering old customers into. Once they hit a certain point in the Deals life cycle, I want the workflow to stop sending the next emails. 

Is that possible?

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1 Accepted solution

Accepted Solutions
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner

Hi @RichardF

 

You should be able to achieve what you are looking for by creating a workflow goal based on the deal stage property. 


Once a contact meets the conditions of a workflow goal, all future workflow actions are stopped. 

 

More info here: How to set a goal to focus your workflow's objective

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies

View solution in original post

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2 Replies 2
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner

Hi @RichardF

 

You should be able to achieve what you are looking for by creating a workflow goal based on the deal stage property. 


Once a contact meets the conditions of a workflow goal, all future workflow actions are stopped. 

 

More info here: How to set a goal to focus your workflow's objective

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies

View solution in original post

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RichardF
Member

Thanks so much. It did get me to where I needed to be!

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