CRM - Automatic Opportunity Creation in a Funnel Stage

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

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

Open your CRM;

Then select the funnel you want to create this automation for;

Click the gear icon to enter stage automations;

In the stage that you want to run the automation click the icon selected below;

Define the settings of 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 for 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) Owner Type: Set the owner type (Simple, Random from list, etc) Owner: Select the owner, 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 "test" and "test b" are added to a lead, an opportunity will automatically be created with that lead at this specific stage of the sales funnel.

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