CRM - Automation of recording "Won" or "Lost" opportunities in the Sales Funnel

Inside the CRM, you can choose the desired funnel and stage. Next, we will create a "Automation for the chosen stage".

In this template below for "Stages", we set for "Win Automation" in the Stage of Resolved and for "Loss Automation" will be in the Stage of Finished.

In the "Automation" and in the Stage of "Resolved" (Win) or "Finished" (Loss), we will click on the "New automation for this stage".

By carrying out the procedure mentioned above, we will set up the automation.

Remember that in this Automation, it would not be necessary "Trigger" and "Condition", only the "Action".

To "Win Automation" or " Loss Automation"

We will add the "Action" of " Change Opportunity Status"

Now, we will choose between "Win" or "Loss", as well as the "Reason".

It is important to remember that after refreshing the screen, the opportunity status will be automatically applied as Win or Loss.