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Workflow Automation
Workflow Automation
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Best way to manage 'No Answers'

Hi, what is the best way to manage 'no answer' calls.

For example, when it takes 2 or 3 calls to actually speak to someone.

Should there be a stage for each of the calls?

Stage 1 Call #1
If answer, move to Stage 4
If no answer, move to Stage 2

Stage 2 Call #2
If answer, move to Stage 4
If no answer, move to Stage 3

Stage 3 Call #3
If answer, move to Stage 4
If no answer, move to Stage 3

Stage 4
Sale / No Sale

On each stage, if they don't answer, I'd... (More)

How to create a deal after sending a mailing

Hey Salespeople. 

I have a question to understand the common workflow and I really like to learn more about common practise. 

So, I got diffrent mailings, which helps me to make the first contact. 

What I need is the possiblity to create a new deal (if not exists) after sending the mailing. 

I go this way: 

=> creating a filter on new contacts

=> sending mailing

=> and afterwards I find no way to create deals 


any idea? 





Create new deal through email

Is there a way to automatically create a deal through an email?
like <>

Let's say we have a special "VIP request" on the webside and I want every Sender not only as contact, but to create a Deal that i see immediately in my sales pipeline.

I was looking arrount here, but could not find something related

Deal Stagniert als Trigger für Aktivität oder Automatisierung

Hallo zusammen!

Ist es möglich basierend auf den Tagen wie lange sich ein Deal in einer bestimmten Phase befindet eine Aktivität zu starten (oder sogar eine Automatisierung)?


Ein Deal hängt in meiner Phase "Anfragebogen empfangen" hier liegen meine Deals, an die ich meinen Anfragebogen geschickt habe und nun warte darauf, dass dieser ausgefüllt wieder an mich zurück geschickt wird.

Wenn ich nun das integrierte "stagnieren" feature nutze, um die Deals auffindig zu machen, die lange brauchen um den Anfragebogen auszufüllen, tritt folgendes Problem auf:

Sobald ich mit dem Kunden interagiere in welcher Form auch immer (und es vielleicht gar... (More)