Deal Workflow

[CChapman]

Hi! Is there a way to move a deal stage based on completing a task or multiple tasks using a workflow?

Workflow Example:

Deal Enrollment Trigger = Pipeline and Deal Stage

1. Create Task - To do

2. Create Task - To do

3. Create Task - To do

Then need to move the deal stage based on completing the above tasks.

[webdew · Accepted solution]

Hi @CChapman ,

Check out this SS here: https://prnt.sc/1wx3boz
After setting up te trigger, you can use if/then branch and the from the Activity property, select the filter and then in the next step, set the deal stage using Set property value action in workflow.

Hope this helps!

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Thanks and Regard.