Should I use 1 or several workflow automations

Jim Caldwell
Jim Caldwell Member Posts: 5
edited June 2022 in Workflow Automation #1

Hi, we have a 6 stage follow up process when a quotation is issued, which starts within 1 day of the quotation date and runs for a month, involving a mix of phone calls and emails at different stages. 

I'm wondering if this whole process can/should be built into one automation, or whether we should create an automation for each stage (assuming the deal hasn't marked as won at the previous stage).

Thank you

Comments

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,482 CONSULTANT
    First Answer 5 Insightfuls 5 Up Votes First Anniversary
    edited February 2022 #2

    You can do both.

    Use a single automation when the timeline is going to be rigid.

    If the timeline absolutely depends on when you completed the previous activity, use the second option.

  • Jim Caldwell
    Jim Caldwell Member Posts: 5
    edited September 2021 #3

    You can do both.

    Use a single automation when the timeline is going to be rigid.

    If the timeline absolutely depends on when you completed the previous activity, use the second option.

    Thank You Amit,

    This is most helpful