Suggestions for next activity


Our lead/sales process is considered long, and sometimes takes alot of work. 

In this process of moving leads through our pipeline, it would be very nice if we could add suggestions for next activity in each stage, so our sales people could "pick" one of the predefined activities, if they get stuck. 

Is this something that is possible today? or is it on roadmap? 


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  • Flip Nolen
    Flip Nolen Posts: 122
    Third Anniversary 100 Comments 5 Likes Combo Breaker
    edited January 2021 #2

    That's a really good idea, @Anders 

  • Mike van der Valk
    Mike van der Valk Posts: 4,052 PRODUCT MANAGER
    2500 Comments 100 Likes Third Anniversary 5 Answers
    edited January 2021 #3

    Hi @Anders interesting idea! It's currently not available but you can use our workflow automation to for example automatically create certain types of activities when a deal enters a specific stage in the pipeline. This could already help you to set some sort of template of your process.