Created an automation to create an activity after a deal is won.

Mel Bee

Mel Bee Member Posts: 1 VERIFIED MEMBER

November 2023 edited April 2024 in Workflow Automation #1

I have created the below automation but it didn't work. Can anyone point out the problem here?

Screenshot 2023-11-07 at 5.36.45 PM.png

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Automations

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Answers

Amit Sarda (AmitSarda.xyz) Member Posts: 1,613 VERIFIED MEMBER

November 2023 #2

Action: Deal Updated
Condition: Deal Status has changed to Won

1

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