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Deal in Pipeline Stage
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Trigger Conditions
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Trigger on:
Deal
Conditions:
AND
Pipeline
Pipeline Stage
Date Created
equals
does not equal
is greater than
is less than
is greater than or equal to
is less than or equal to
is known
is unknown
contains
does not contain
starts with
ends with
is true
is false
Sales Pipeline
Action
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Select an Action
-- Choose Action Type --
Wait
Send SMS
Send Email
Send Handwritten Letter
Schedule Task
Send Slack Message
SMS To:
Deal Primary Contact
RadiusMail Main Line
Joseph Bowen
SMS From:
Deal Owner
RadiusMail Main Line
Joseph Bowen
Select a template (optional)
No Template (custom message)
Follow-Up: Missed Call
New Lead Introduction
Post-Appointment Check-In
SMS Message
Wait Type
Dynamic Date & Time
Specific Date & Time
Delay
Unit
Minutes
Hours
Days
Weeks
Months
Years
Business Days
Before or After
After
Before
Schedule Basis
Last Event
Time (optional)
Time Zone (optional)
UTC
Date
Time
Time Zone
UTC
Task Name
Assign To:
Deal Owner
Joseph Bowen
Task Notes
Send Slack Message To:
Deal Owner
Joseph Bowen
Slack Message:
Send Email To:
Deal Owner
Joseph Bowen
Write your email here...
Handwritten Letter "to" Name:
Deal Primary Contact Full Name
Handwritten Letter "to" Address:
Deal Primary Address
Handwritten Letter Message
Characters:
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Sections:
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