Add Workflows to Deal Stages

Automate your Workflow by adding a series of actions to each of your Deal Stages.

As you move deals from one stage to another, your Workflow will be triggered.

1. Go to Deals, then Deal Settings.

2. Select the Deal Type.

3. Click Configure in Deal Stages.

4. Click the pencil icon to edit the stage.

5. Click the Triggers Workflow box and choose the Workflow for the Stage. Select if you want to run the Workflow for the Primary Contact or All Related Contacts. Click Save.

Helpful Tips

  • Workflows will run one time, when you move someone into that Deal Stage.
  • The Magic Wand icon reminds you which stages have Workflows attached.