CRM - Automatic Creation of Opportunity in a Funnel Stage

With automatic opportunity creation, new opportunities will be generated automatically at certain stages of the sales funnel. This will occur when certain predefined conditions are met.

To configure the automatic Stage movement in your CRM follow the step-by-step:

Open your CRM;

Then, select the funnel where you want to create this automation;

Click the gear icon to enter stage automations;

In the stage that you want to execute the automation click the icon shown below;

Set the settings of the Automatic creation;

Triggers: The automation conditions will only be checked and an opportunity will be created when a lead performs at least one of these actions.

Conditions: When the conditions are met, a new opportunity will be created for the lead, if it does not already exist in the funnel.

Opportunity data: Configure what the data of the new opportunities to be created will be. We recommend that you use tokens to create opportunities with variations.

Value: Set the opportunity value; Status: Set the opportunity Status (Open, won or lost) Responsible Type: Set the responsible type (Simple, Random from list, etc) Responsible: Select the responsible person, according to the selected type; Published: We will only create new opportunities if this automation is published.

Example: In the Trigger, we configured "A tag was added to the lead", which means that when the tags "teste" and "teste b" are added to a lead, an opportunity will be automatically created with that lead in that specific stage of the sales funnel.

Finally, click "Save Automation" and your opportunities will be automatically created in the desired stage, according to your settings.