Deal Workflows Help - How to creatively get around trigger "At least ONE associated deal has.."

SOLVE
hwagner
Participant

Hello, 

 

Has anyone come up with creative ways to get around the enrollment criteria for Deals that is always based on "At least one associated deal has.."

High-Level Example:
I need to create a workflow that enrolls a contact based on if all associated deals (2+) are closed, as in not active, (they are all either 'Lost' or 'Won' based on Deal Stage). 

 

Why? 

I use a 'Lead Status' property that both indicates the level of where a contact is (new, cold, warm, etc.), but also to indicate if a contact is currently engaged in an active deal (ongoing), or has in-active deals tied to them (won or lost). 

 

Current Solution:

I have easily created workflows to indicate when a contact has:

- 1 active deal: Lead Status = Open Deal

- 1 in-active deal: Lead Status = Closed Deal

- 1 in-active deal & 1 active deal: Lead Status = Open Deal

 

But after that.. I'm coming up short. Almost entirely because of the critera "At least ONE associated deal has...."

 

Anyone have any ideas? 

0 Upvotes
1 Accepted solution

Accepted Solutions
MiguelGalvis
Solution
Contributor | Diamond Partner

hi hwagner and  , I hope you are very well!
First, it is important to take into account the type of license you have to know what options you can have to solve this case.
For example, the following idea may be helpful if you have Sales Pro or higher since you are going to need to create a business-based workflow, and create 3 business properties and 3 calculated contact properties.

1. Create three business properties (number format)
Deals Open
Deals lost
Deals won

2. Create three calculated contact properties with the following logic:
Deals Open
Property type Sum, choose the type of record associated Business
The associated record property Deals Open


Deals won
Property type Sum, choose the type of record associated Business
The associated record property Deals won


Deals Lost
Property type Sum, choose the type of record associated Business
The associated Deals Lost record property


3. Recreate the following business-based workflow.

MiguelGalvis_0-1632873445720.png


That according to the business stage will define if it is Open, Won or Lost. Note that in the Open path an action [Delay until the event occurs] / event property value changed to Stage (Won or Lost) is added to connect it with the other conditionals
Finally, in parallel, the calculated contact properties will be working that will be adding the associated business values ​​so that you can identify your contacts with the amount of Open, Won or Lost businesses.

Did my post answer your question? Help the community and mark it as a solution.

 

View solution in original post

4 Replies 4
PamCotton
Community Manager

Hello @hwagner, great question! 

I will add some top experts to this matter so they are able to share their thoughts, @MiguelGalvis @Dan1 any recommendations to @hwagner? Thank you,

Pam

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0 Upvotes
MiguelGalvis
Solution
Contributor | Diamond Partner

hi hwagner and  , I hope you are very well!
First, it is important to take into account the type of license you have to know what options you can have to solve this case.
For example, the following idea may be helpful if you have Sales Pro or higher since you are going to need to create a business-based workflow, and create 3 business properties and 3 calculated contact properties.

1. Create three business properties (number format)
Deals Open
Deals lost
Deals won

2. Create three calculated contact properties with the following logic:
Deals Open
Property type Sum, choose the type of record associated Business
The associated record property Deals Open


Deals won
Property type Sum, choose the type of record associated Business
The associated record property Deals won


Deals Lost
Property type Sum, choose the type of record associated Business
The associated Deals Lost record property


3. Recreate the following business-based workflow.

MiguelGalvis_0-1632873445720.png


That according to the business stage will define if it is Open, Won or Lost. Note that in the Open path an action [Delay until the event occurs] / event property value changed to Stage (Won or Lost) is added to connect it with the other conditionals
Finally, in parallel, the calculated contact properties will be working that will be adding the associated business values ​​so that you can identify your contacts with the amount of Open, Won or Lost businesses.

Did my post answer your question? Help the community and mark it as a solution.

 

View solution in original post

hwagner
Participant

Thank you @MiguelGalvis! I followed your instruction and it got me 90% of the way there, after a little more changes and testing, I was able to make it work!

 

The main thing I needed to add to your workflow was to subtract the Deals Open property, once the event counter went off. That way the 'Deals Open' would only have a number when there are active deals (versus an incremental counter, which would then require too much calculation). 

 

Then I made a similar workflow to change the 'Lead Status' parameter from 'Open Deal' to 'Closed Deal' after waiting for an event of the 'Deals Open' to change to zero. 

 

I've never used 'Wait on Event' before, so I learned a lot from this. 

 

Huge thank you! This has been a MAJOR headache. 

hwagner
Participant

Thank you for the suggestion and detail Miguel! I think I'm following your logic, I'll work through it and see if I can recreate your workflow (my Spanish isn't the best, but I'm sure I'll be able to figure it out). 

Thank you very much!