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The opportunity object assigns a sales process responsibility to a sales rep. The opportunity is worked over a period of time, until the deal is won or lost. Sales reps use opportunities to store sales process notes, track prospect progress through various sales stages, and keep a record of product interests and potential revenue.
When you add an opportunity object to a campaign sequence, you assign the opportunity to a specific sales rep or a round robin. You also define a sales stage. Before you configure the opportunity objects you need to:
- Assign sales reps to the sales rep user group.
- Set up a sales rep round robin.
- Customize opportunity sales stages.
| Please Note! Each opportunity object must be configured individually. They cannot be re-used in multiple sequences or at more than one point in the same sequence. If you delete an opportunity object from a sequence, it can only be restored if you restore a previous version of the entire campaign. |
- Double-click the sequence to add the "Create Opportunity" process to.
- Drag and drop a Create Opportunity process onto the canvas.
- Double-click the icon to configure it.
- Optional: Enter a title for the opportunity. If left blank, the title will default to the name of the contact record.
- Select a starting stage from the drop down.
- Select a sales rep user from the drop-down or distribute opportunities among multiple users by selecting around robin. (Optional) Select a product interest bundle if the product interest is predictable.
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