Adding 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.

Here is a video overview:  http://www.allclients.com/video/87

Go to Deals, then Deal Settings

Select the Deal Type

Click Configure in Deal Stages.

Click the pencil icon to edit the stage.

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.