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Workflow Automation
Workflow Automation
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Ian Yun
Sales & Account Manager

ํŒŒ์ดํ”„๋“œ๋ผ์ด๋ธŒ ๊ธฐ๋Šฅ ์—…๋ฐ์ดํŠธ : ์›Œํฌํ”Œ๋กœ์šฐ ์ž๋™ํ™” ๋Œ€๊ธฐ(๋”œ๋ ˆ์ด) ๊ธฐ๋Šฅ ์ถœ์‹œ

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์•ˆ๋…•ํ•˜์„ธ์š”. ๊ตญ๋‚ด ํŒŒ์ดํ”„๋“œ๋ผ์ด๋ธŒ ๊ณต์‹ ํŒŒํŠธ๋„ˆ์‚ฌ ํ•ด์‹œ์Šค๋ƒ…์ž…๋‹ˆ๋‹ค.

๋งŽ์€ ๋ถ„๋“ค๊ป˜์„œ ์š”์ฒญํ•˜์…จ๋˜ ์›Œํฌํ”Œ๋กœ์šฐ ๋”œ๋ ˆ์ด(์ง€์—ฐ) ๊ธฐ๋Šฅ์ด ์ถœ์‹œ๋˜์—ˆ์Šต๋‹ˆ๋‹ค.

์ด์ œ, ์›Œํฌํ”Œ๋กœ์šฐ ์ƒ์„ฑ ์‹œ ํŠน์ • ์กฐ๊ฑด ํ•˜ ํŠธ๋ฆฌ๊ฑฐ๊ฐ€ ๋ฐœ๋™๋œ ์ดํ›„, ๋Œ€๊ธฐ ์‹œ๊ฐ„์„ ์„ค์ •ํ•˜์—ฌ ํ•ด๋‹น ๊ธฐ๊ฐ„ ์ดํ›„์— ์•ก์…˜์ด ์‹คํ–‰๋˜๋Š” ์ž๋™ํ™”๋ฅผ ๊ตฌํ˜„ํ•˜์‹ค ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค.

ย 1. ์›Œํฌํ”Œ๋กœ์šฐ ๋Œ€๊ธฐ ๊ธฐ๋Šฅ ํ™•์ธ

  • ํŠน์ • ํŠธ๋ฆฌ๊ฑฐ ์„ค์ • ์ดํ›„ ์กฐ๊ฑด ๋ฐ ์•ก์…˜ ์„ค์ • ์ด์ „ ๋Œ€๊ธฐ ์‹œ๊ฐ„์„ ์„ค์ •ํ•  ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค.

ย 2. ์›Œํฌํ”Œ๋กœ์šฐ ๋Œ€๊ธฐ ๊ธฐ๋Šฅ ์‚ฌ์šฉ ๋ฐฉ๋ฒ•

  • '์‚ฌ์ „ ์ •์˜๋จ' : ํŠน์ • ์š”์ผ์ด๋‚˜ ํŠน์ • ์ผ์ž, ํ˜น์€ ๋Œ€๊ธฐ์‹œ๊ฐ„ / ์ผ์ˆ˜๋ฅผ ์„ ํƒํ•˜์—ฌ ์ž๋™ํ™”๋ฅผ ์ง€์—ฐ์‹œํ‚ฌ ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค.
  • '์‚ฌ์šฉ์ž ์ง€์ •' : ์ปค์Šคํ…€๋œ ๋Œ€๊ธฐ ์‹œ๊ฐ„ ํ˜น์€ ์ผ์ž๋ฅผ ์„ค์ •ํ•  ์ˆ˜ ์žˆ์Šต๋‹ˆ๋‹ค.

ย 3. ์›Œํฌํ”Œ๋กœ์šฐ ๋Œ€๊ธฐ ๊ธฐ๋Šฅ ํ™œ์šฉ ์˜ˆ์‹œ

  • ์‹ ๊ทœ ๊ฑฐ๋ž˜ ์ƒ์„ฑ ์‹œ x์ผ ํ›„ ํ…œํ”Œ๋ฆฟ ์ด๋ฉ”์ผ ๋ฐœ์†กํ•˜๊ธฐ / ์Šฌ๋ž™ ์•Œ๋ฆผ ๋ฐœ์†กํ•˜๊ธฐ
  • ํŠน์ • ๋‹จ๊ณ„๋กœ ๊ฑฐ๋ž˜ ์ด๋™ ํ›„ x์ผ ๋Œ€๊ธฐ > ์ดํ›„ ๊ฑฐ๋ž˜๊ฐ€ ๋™์ผ ๋‹จ๊ณ„์ผ ์‹œ ์Šฌ๋ž™ ๋“ฑ์œผ๋กœ ์•Œ๋ฆผ & ๊ฑฐ๋ž˜๊ฐ€ ๋‹ค๋ฅธ ๋‹จ๊ณ„๋กœ ์ด๋™ ์‹œ ๊ฑฐ๋ž˜ ์„ฑ์‚ฌ ์ฒ˜๋ฆฌ

์ฃผ์˜์‚ฌํ•ญ:ย 

  • ๋Œ€๊ธฐ ์ค‘์ธ ์›Œํฌํ”Œ๋กœ์šฐ์˜ ์ž๋™ํ™”๋ฅผ ์ทจ์†Œํ•˜๋Š” ๋ฐฉ๋ฒ•
    • ์ž๋™ํ™” ์„ธํŒ… ํ™”๋ฉด์œผ๋กœ ์ด๋™ํ•˜์—ฌ ๋ชจ๋“  ๋Œ€๊ธฐ ์ค‘์ธ ์ž๋™ํ™” ์ทจ์†Œ๊ฐ€ ๊ฐ€๋Šฅํ•ฉ๋‹ˆ๋‹ค.
  • ํ”Œ๋žœ๋ณ„ ์›Œํฌํ”Œ๋กœ์šฐ ๋Œ€๊ธฐ ๊ธฐ๋Šฅ ์•ˆ๋‚ด
์–ด๋“œ๋ฐด์Šค๋“œ ํ”Œ๋žœํ”„๋กœํŽ˜์…”๋„ ํ”Œ๋žœ์—”ํ„ฐํ”„๋ผ์ด์ฆˆ ํ”Œ๋žœ
์‚ฌ์šฉ์ž๋‹น 30๊ฐœ ์ž๋™ํ™” ์ƒ์„ฑ์‚ฌ์šฉ์ž๋‹น 60๊ฐœ ์ž๋™ํ™” ์ƒ์„ฑ์‚ฌ์šฉ์ž๋‹น 100๊ฐœ ์ž๋™ํ™” ์ƒ์„ฑ
์ž๋™ํ™”๋ณ„ ์ตœ๋Œ€ 10๊ฐœ Action ๊ฐ€๋Šฅ์ž๋™ํ™”๋ณ„ ์ตœ๋Œ€ 10๊ฐœ Action ๊ฐ€๋Šฅ์ž๋™ํ™”๋ณ„ ์ตœ๋Œ€ 10๊ฐœ Action ๊ฐ€๋Šฅ
์ž๋™ํ™”๋ณ„ ์ตœ๋Œ€ 3๊ฐœ ๋Œ€๊ธฐ ์„ค์ • ๊ฐ€๋Šฅ์ž๋™ํ™”๋ณ„ ์ตœ๋Œ€ 10๊ฐœ ๋Œ€๊ธฐ ์„ค์ • ๊ฐ€๋Šฅ์ž๋™ํ™”๋ณ„ ์ตœ๋Œ€ 10๊ฐœ ๋Œ€๊ธฐ ์„ค์ • ๊ฐ€๋Šฅ
์ตœ๋Œ€ ๋Œ€๊ธฐ ์‹œ๊ฐ„ : 30์ผ์ตœ๋Œ€ ๋Œ€๊ธฐ ์‹œ๊ฐ„ : 30์ผ์ตœ๋Œ€ ๋Œ€๊ธฐ ์‹œ๊ฐ„ : 30์ผ
  • ๊ฐ๊ฐ์˜ ์ž๋™ํ™”๋ณ„๋กœ ๋ชจ๋“  ๋Œ€๊ธฐ ์‹œ๊ฐ„์˜ ์ดํ•ฉ์€ 30์ผ์„ ๋„˜์–ด๊ฐˆ ์ˆ˜ ์—†์Šต๋‹ˆ๋‹ค.
    • ์ฃผ๋ง์ด ํฌํ•จ๋˜๋Š” ๊ฒฝ์šฐ, ์ฃผ๋ง๋„ ๋Œ€๊ธฐ ์‹œ๊ฐ„์— ํฌํ•จ๋ฉ๋‹ˆ๋‹ค.

์ฐธ๊ณ  ์ž๋ฃŒ:ย 

  • Knowledge Base : Workflow automation : delay feature
  • ์›Œํฌํ”Œ๋กœ์šฐ ์ž๋™ํ™” ๋Œ€๊ธฐ ๊ธฐ๋Šฅ์€ 6์›” ๋‚ด๋กœ ์ˆœ์ฐจ์ ์œผ๋กœ ํ™œ์„ฑํ™”๋  ์˜ˆ์ •์ž…๋‹ˆ๋‹ค. ๋งŒ์•ฝ ๊ธฐ๋Šฅ์ด ๋ณด์ด์ง€ ์•Š์„ ๊ฒฝ์šฐ ์กฐ๊ธˆ๋งŒ ๊ธฐ๋‹ค๋ ค์ฃผ์„ธ์š”!

์ด์™ธ์—๋„ ๊ถ๊ธˆํ•˜์‹  ์ ์€ ์–ธ์ œ๋“  ์ปค๋ฎค๋‹ˆํ‹ฐ์— ๊ธ€์„ ๋‚จ๊ฒจ ์ฃผ์„ธ์š”.
ํ•ด์‹œ์Šค๋ƒ…์€ ํŒŒ์ดํ”„๋“œ๋ผ์ด๋ธŒ์˜ ์›ํ™œํ•œ ์ด์šฉ์„ ์œ„ํ•ด ์ตœ์„ ์„ ๋‹คํ•˜๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค :)

Workflow Automation - Email before Expiry

Hello,

I am looking for a way to trigger an email to the customer 5 days prior to the deal expiry date.

I have a workflow from Deal Update - Condition = Date "has changed" - Action = Email

But I need Condition to be Date <5 days quoted - Action = Email, can this be achieved.

New: Workflow Automation Delay Feature โฑ

What?
We are publicly releasing the very popular delay step in WA. This allows users to automate sequences with time delays such as:
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  • Every time a Lead receives a tag, send an email, delay 3 days, send another email, delay, etc.
  • Every time a deal is moved to Stage 'Contact made', create an activity, delay 7 days, if the deal is still in the same stage, notify the deal owner in slack, delay 7 days, if the deal is in the same stage, close deal.

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And many other possibilities ๐Ÿ™‚

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When?
Gradual release until end of June 2022

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For whom?
All users and companies with access to Workflow Automations
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Have a look in the KB article for more details about the feature, and how it works.

Changing order of notes

Hello, I'd like to ask, if it is possible to change order of received and sent notes/emails at Contacts/Organizations. Now, the newest are displaying at the top and I need to reverse it, so that the oldest are displaying at the top. I want to summarize what was the the way of contacting each company and to analyze which channel is the most efficient. Now, to see the oldest notes, I have to manually scroll several years of conversation with each company to get to the bottom, which is wildly inefficient.ย 

Does any of you know a better way to do this? :)