Progression Actions for Sales

Set up Special Process Actions for your Sales to save time on your work and make sure that all processes for the Sale to close are completed accordingly.

Using this guide, you can:

 

Add Contributors Action

Add contributors to a Sale to make sure that all necessary people are kept apprised of the Sale as it progresses. This process is recommended as an action upon creation of a Sale, so that the contributors are looped in for the entire process. This is an action which can be skipped, if no contributors are necessary.

This is added by clicking the + button next to the appropriate progression, choosing Special Process, and selecting Add Contributors.

 

Work Done Action

Automatically complete all tasks that were created against the Sale. This action is recommended for when a Sale progresses to the "Closed" or "Won" status, as it will automatically complete all the work that was done to close that Sale. This is a hidden action, meaning that it will happen in the background when the progression occurs.

This is added by clicking the + button next to the appropriate progression, choosing Special Process, and selecting Work Done.

 

Work Canceled Action

Automatically cancel all tasks created against the Sale. This action is recommended for when a Sale progresses to the "Canceled" or "Lost" status, as it will automatically cancel all the work currently being done to close the sale. This is a hidden action, meaning that it will happen in the background when the progression occurs.

This is added by clicking the + button next to the appropriate progression, choosing Special Process, and selecting Work Canceled.

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