This article includes the following recipes:
Related articles:
Changing the owner of a deal
This recipe allows you to change the owner of a deal when it's at the stage of being ready for demo or the deal value increases to more than a specified amount and the deal originated from a tradeshow.
When: Deal is updated
If:
Single condition examples
- Deal Value is greater than 10000
- Deal Source is Tradeshow
- Deal Stage is Ready for demo
Multiple condition examples
Deal Stage is Ready for demo
OR
(Deal Value is greater than 10000 AND Deal Source is Tradeshow)
Then: Update Deal owner to <appropriate salesperson>
Changing the deal stage to mark it as Hot
Use this recipe to change the stage of a deal to 'Hot' (using only single conditions) if the deal originated from a webinar or the likelihood of winning the deal is over a specified percentage. Alternatively, instead of using single conditions, you can stipulate a variety of conditions.
When: Deal is updated
If:
Single condition examples
- Deal primary contact is VIP Company
- Deal source is Webinar
Multiple condition examples
Deal value is greater than 10000
OR
(Deal primary contact is VIP Company)
OR
(Deal primary contact is VIP Company AND Deal state is New York)
Then:
- Update deal stage to Ready for demo
- Update deal to Hot