People are busy and so is your sales team. Automating small processes can save big time for both parties. When an agent makes contact with a deal and is moving them along your pipeline, automatically marking them as an Sales Qualified Lead (SQL) in your pipeline is an easy time saver. This is a great way to follow up on a completed task.
This automation moves your deal to the SQL stage in your pipeline when the deal owner completes a call task with a “connected with customer” outcome. Feel free to add more actions to align this even further with your unique sales process.
Here’s how After Call, Move Deal to SQL works:
1. The automation is triggered when a call task relating to a deal is completed with an outcome of “connected with customer.”
2. The contact then arrives at a move deal stage action, moving them to your SQL stage or whatever stage represents this in your unique pipeline.
3. The contact exits the automation.
