CRM - Automations in CRM with the condition "Estimated Closing Dates Overdue"

With this automation in place, you'll be in a better position to track sales opportunities and ensure that no important closing date is forgotten. This can help improve the efficiency and effectiveness of your sales team and keep your customers satisfied.

Go to the CRM, and click on Automations;

Define the title and the condition, which, in this case, will be 'Expected closing date overdue'.

Configure the condition that must be met for the automation to be triggered.

Determine what you want the CRM to do when the condition is met.

In the example, we will use 'Send a WhatsApp message to the employee'. This will alert the employee about the delay in the expected closing date.

But you can define other conditions, such as:

'Send an email to the lead': Automatically send an email to the lead informing them about the delay in the closing date and offering a new date.

Configure the message to be sent to your employee. Enter the account the message will be sent from, the account that will receive it, and describe the message.

After saving your automation, click on the 'Play' icon to activate it.

With the automation configured, whenever an expected closing date is overdue, your employee will receive a WhatsApp notification to be alerted about the delay and take the necessary action.

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