Should I use 1 or several workflow automations
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
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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.
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Amit Sarda said:
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
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