Keep your deals active and improve conversion rates by always defining a next step. To prevent opportunities from being overlooked in day-to-day operations, use Ploomes Automations to ensure that every deal has a scheduled activity.
Prerequisite
To create this automation, the feature must be enabled in your account.
To verify this, go to Administration and locate the Automations button, as shown below.
If the button is not available, please contact the Support team via chat through the Support Center for more information.
Configuration
1. Access Automations
Go to Administration > Automations.
Select the Deal entity (the name may vary depending on your account configuration).
Click New Automation.
2. Define the Automation and Configure the Filter
In the window that appears, enter a name for the automation in the Description field.
Next, configure the filter that will determine when the automation should be executed.
In this example, the automation will apply to deals that:
Are in Stage 3
Have remained in that stage for 3 days
Do not have any scheduled tasks or activities
3. Define the Automation Trigger
Under Trigger, select Periodically.
Configure the automation to run once every day.
4. Define the Automation Action
Under What should the automation do when triggered?, select Create Task.
Fill in the fields according to your needs:
Title
Description
Due Date
Users
Any other applicable fields
Then, save the automation.
4.1 Completion Tips
Users:
Use the workflow's Responsible User field to ensure that the task is assigned to the correct deal owner.Due Date:
Change the input type to Days After Automation and define the desired deadline.0 = today
1 = tomorrow
Example: To set the task due date to 2 days after the automation runs, enter the value 2.
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Still have questions? Feel free to contact our Support team through the platform chat or by email at suporte@ploomes.com.