Workflow Trigger - Opportunity status changed

Modified on: Sun, 1 Sep, 2024 at 5:21 AM

TABLE OF CONTENTS

Overview
Trigger Name
Trigger Description
How to Configure
Example

Overview

The Opportunity Status Changed trigger is used to initiate a workflow when the status of a sales opportunity changes. This trigger helps in automating follow-up actions and internal notifications based on the change in the opportunity's status.

Trigger Name

Opportunity Status Changed

Trigger Description

The Opportunity Status Changed trigger activates a workflow when there is a change in the status of an opportunity. This could be used to update relevant stakeholders, adjust the opportunity's details in the CRM, or trigger communications with the associated contact.

How to Configure

To configure the Opportunity Status Changed trigger, provide a descriptive workflow trigger name and set up filters to specify the conditions under which this workflow should be activated.

Field	Description	Mandatory
Workflow Trigger Name	Name assigned to the trigger for easy identification.	Yes
Assigned to	Specify the user or team assigned to the opportunity.	No
Has Tag	Filter opportunities based on specific tags.	No
In pipeline	Choose the pipeline in which the opportunity is located.	No
Lead value	Define the value of the lead to trigger the workflow when the opportunity status changes.	No
Lost Reason	Identify the reason for losing the opportunity to trigger relevant workflows.	No
Moved from status	Specify the original status before the change to capture transitions between specific statuses.	No
Moved to status	Define the new status after the change to capture transitions between specific statuses.	No

Example

In this example, the workflow is set up to trigger when an opportunity's status changes from "Negotiation" to "Closed Won" and is assigned to a specific sales representative:

Workflow Trigger Name: Opportunity Status Changed
Filters:
- Assigned to: John Doe
- Moved from status: Negotiation
- Moved to status: Closed Won

Example Workflow

When the status of an opportunity changes as specified:

Send Congratulations Email: Automatically send an email to the sales representative congratulating them on closing the deal.
Update CRM Record: Update the opportunity's status in the CRM to reflect the new status, ensuring accurate tracking and reporting.
Notify Finance Team: Send an internal notification to the finance team to begin the invoicing process, ensuring timely billing and payment collection.
Log Activity: Record the status change in the opportunity's activity log for future reference and performance tracking.

This configuration ensures that whenever there is a status change in an opportunity, the appropriate actions are taken automatically, maintaining efficiency and communication within the sales team and other departments.