How to create a deal after sending a mailing

Options
Alexander Franksmann
Alexander Franksmann Member Posts: 1
edited April 24 in Workflow Automation #1

Hey Salespeople. 

I have a question to understand the common workflow and I really like to learn more about common practise. 

So, I got diffrent mailings, which helps me to make the first contact. 

What I need is the possiblity to create a new deal (if not exists) after sending the mailing. 

I go this way: 

=> creating a filter on new contacts

=> sending mailing

=> and afterwards I find no way to create deals 

 

any idea? 

 

thanks

 

Alex

Comments

This discussion has been closed.