Reopen lost deal after 3 months
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?
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
Marco Govoni Posts: 190edited May 2022 #2
Probably you can use the new atuomation, with "Dealy" option and set it to 90 Days0
Andre Vill Posts: 139edited May 2022 #3
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.