Reopen lost deal after 3 months
hi,
I would like to create an automation that reopens a lost deal with a specific lost reason after a certain amount of time - is that doable and can somebody help me with how I do this?
Workflow:
A salesperson marks a deal as lost til the relevant lost reason --> The deal is removed from the pipeline -->
After 3 months, the deal reopens and the salesperson can reconnect with the deal.
The reason behind this:
We work with large accounts and when we get a lead from our inbound marketing, we create a deal, try to reach them by phone/mail x amount of times, after which a what to ice box them for a period of time and then give it one more try.
Asking for advice
Workflow automation
Comments
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Probably you can use the new atuomation, with "Dealy" option and set it to 90 Days
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Hi, Mette!
I can share with you the screenshot of automation you can try.
If you do not have the "Delay" function in your Workflow Automation, you can apply for it from here.
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