| SharpSpring's Visual Workflow Builder provides you with the means to automate how you generate new opportunities. This article will detail how to create new opportunity automation through SharpSpring's Visual Workflow Builder.
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| Marketing Automation | ✓ | ||||
| CRM Ultimate | |||||
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| CRM Free | |||||
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| Users: | |||||
| Administrators | ✓ | ||||
| Company Managers | ✓ | ||||
| Marketing Managers | ✓ | ||||
| Sales Managers | |||||
| Salespersons | |||||
| Jr. Salespersons | |||||
Creating New Workflows
To create automation using a visual workflow that deals with how new opportunities are created, do the following:
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In SharpSpring's top toolbar, click |
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Click the Visual Workflows tab. |
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Click Create > Visual Workflow. |
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Enter a name for the workflow. |
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Click OK. |
Editing Workflows
| To edit previously created workflows, do the following: |
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In SharpSpring's top toolbar, click |
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Click the Visual Workflows tab. |
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Click the Activity drop-down menu. |
Note: A workflow's location in the Activity drop-down menu depends on whether it was previously set as Active.
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Select either Active or Inactive. |
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Click the name of the desired workflow. |
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Creating New Opportunity Triggers
Once you have created the workflow, you will need to add an initial trigger. To add a trigger that will set off how new opportunities are created, do the following:
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In SharpSpring's top toolbar, click |
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Under Start or an applicable workflow branch, |
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Select the desired trigger. |
The trigger you select will determine how the opportunity automation is initiated. For more information on triggers, refer to the following help articles:
Creating New Opportunities via Automation
You can use visual workflows to generate new opportunity information and associate those new opportunities with a user or pipeline. Depending on the triggers and filters that you set within the automation, created opportunities can be placed on any available pipeline and at any available stage within that pipeline.
To create new opportunities via visual workflows, do the following:
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Under the added trigger in the created workflow, |
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Under Sales Optimizer, click create new opportunity. |
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Enter the desired lead owner's name in the Assign to |
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Select one of the following Account Name options: • For new accounts, auto-generate the name • Use the following prefix plus a timestamp |
Important: These actions for new opportunities are available through visual workflows and not opportunity workflows.
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If Use the following prefix plus a timestamp is |
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Enter the desired pipeline in the Pipeline text field. |
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Enter the desired stage to in the Pipeline Stage field. |
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Select the initial opportunity status in the Status field:
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Enter the monetary value of the opportunity in the Total Value field. |
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Enter a number for how long until the opportunity closes in the Number field. |
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Select the closing date unit of time from the Days drop-down menu. |
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Click OK. |
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Complete the workflow with other triggers, filters, delays, or actions. |
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Regarding Time Delays
If you want to schedule an event to occur a certain amount of time after the automation is triggered, you will need to add time delays to your reminder automation.
If there are no time delays attached to the relevant action, the action will be scheduled the same day the automation was triggered.
If there is a time delay attached to the action, the action will be scheduled a specified amount of time in the future from the time when the automation was triggered.
In addition, for certain actions—such as adding a sales task—to appear on an opportunity as a result of the Sales Optimizer, you must add a time delay to the workflow.