How to create a deal after sending a mailing

Alexander Franksmann

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

Fabrizio Nicolosi_33821

You can create a workflow that starts when email counter grows from 0 to 1

Amit Sarda (AmitSarda.xyz)

Fabrizio Nicolosi said:

You can create a workflow that starts when email counter grows from 0 to 1

Trigger: Person Updated

Condition:

 

Action: Create deal