|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.
Creating and Editing New Workflows
You can create and edit automations using a visual workflow that deals with how new opportunities are created.
The trigger you select will determine how the opportunity automation is initiated. Refer to the following help articles for more information on triggers:
- Understanding Triggers, Filters, and Actions in Automation
- Understanding Visual Workflow Branching
- Creating Visual Workflows
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.
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.