CRM - Automations in CRM with the Condition "The opportunity status is?"

The opportunity status is a representation of the stage it is in within the company's sales funnel. Typical statuses may include "in prospecting", "in negotiation", "closed" and so on.

Access the CRM, and click on Automations;

Set the title and the condition, which, in this case, will be 'The opportunity status is?'.

Set the settings;

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 email to the lead'. Depending on the lead's status a personalized email will be sent to them. This demonstrates commitment and agility in customer service.

But you can set other conditions, such as:

'Create Task': You can schedule a task for the team to make a personalized follow-up after a certain status.

Provide the information for the new task that will be created and click Save;

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

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