Creating Opportunity Automation Based on Pipeline Stage Changes

Article Contents

• Creating Opportunity Workflows
• Entering Opportunity Workflow Content
• Creating Stage Change Lists
• Special Considerations

1. In SharpSpring's top toolbar, click
   Automation > Visual Workflows.
2. Click Create > Opportunity Workflow.
3. Enter a name for the workflow.
4. Click OK.

Once you have created an opportunity workflow, you will need to enter workflow content. 

To enter opportunity workflow content, do the following:

1. In a created opportunity workflow, click
   + Add > Trigger under Start or an applicable branch.
2. Under Opportunity, click has the stage.
3. Enter the name of the desired pipeline in the Pipeline field.
4. Enter the name of the stage that the opportunity is in originally in the Stage field.
5. Select either of the following operators from the Comparison menu:
   

   •   exactly    •   not equal

6. Select either of the following scheduling actions:
   

   •   Only schedule actions to the         opportunity's primary contact    •   Schedule actions to all the contacts         on the opportunity

7. Click OK.
8. Complete the workflow with other triggers, filters, actions, or delays.
9. Set the workflow toggle to Active.

For more information on actions and how to structure visual workflows, refer to the following help articles:

• Automation Overview
• Understanding Visual Workflow Branching
• Creating Visual Workflows
  

To create pipeline automation using a rules-based list that is based on when a stage changes, do the following:

1. In SharpSpring's top toolbar, click
   Contacts > Lists.
2. Create or edit a rules-based list.
3. In the Triggers and Filters section, click the
   When a contact drop-down menu.
4. Under Opportunity Actions, select has the stage.
5. In the Pipeline drop-down menu, select the desired pipeline.
6. In the Stage drop-down menu, select the desired stage.
7. Select either of the following operators from the Comparison menu:
   

   •   exactly    •   not equal

8. Optionally, click the Only schedule actions to the Opportunity's primary contact checkbox.
9. Click Add Rule.
10. Complete the list with other triggers and filters.
11. Click Save Changes.