CRM - Automations in CRM with the condition "Opportunity Value"

Using the condition "The value in the opportunity field is..." in your CRM can significantly improve the efficiency of your sales operations, ensuring that opportunities are handled according to their revenue potential.

Go to the CRM, and click on Automations;

Define the title and the condition, which, in this case, will be 'The opportunity value is...'.

Define the values;

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 'Change opportunity owner. This will cause the opportunity with the specified value to be routed to specific members of the sales team.

But you can define other conditions, such as:

Change opportunity funnel / stage: Automatically move sales opportunities to different funnel stages based on their value.

Define the owner type, and then click Save.

Simple: We will create the opportunity with the selected owner.

Random from the list: We will create the opportunity with a random owner from the provided list.

With the fewest opportunities from the list: We will create the opportunity with the owner from the provided list who has the fewest opportunities.

Random from the department: We will create the opportunity with a random owner who is in one of the selected departments.

With the fewest attendances from the department: We will create the opportunity with the owner who has the fewest attendances across all selected departments.

Use the lead owner: Creates the opportunity with the lead owner. If the lead does not have an owner, a random user will be selected based on the lead's access permissions.

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

With the automation configured, whenever the value of an opportunity reaches the specified threshold, the owner will be changed automatically. This allows specific salespeople to handle opportunities matching those values.

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CRM - AutomationsCRM