Navigate to the workflow section within FIOHS platform and either create a new workflow or select an existing one to edit.
Click on "Add New Workflow Trigger" to initiate the trigger setup process.
Select "Opportunity Created" from the available triggers in the menu.
Optionally, modify the display name of the trigger for easier identification within the workflow builder.
Under Filters, define the specific conditions for triggering the workflow, such as the lost reason filter.
Customize filters as needed to target specific opportunities.
Utilize the lost reason filter available in other triggers like Opportunity Changed, Status Changed, Stale Opportunities, and Pipeline Stage Changed.
For Opportunity Changed, you can also filter based on the Lost reason update as follows:
Save the trigger to finalize the setup.
After setting up the trigger, define the actions that should be automated based on the opportunity created event.
Choose from a variety of workflow actions available within FIOHS.
Configure each action according to your specific requirements to streamline follow-up processes or resource allocation.
Utilize the lost reason filter in Create/Update Opportunity actions and If/Else operators to enhance workflow customization.
NOTE:We have multiple articles available to explain the setup of each of the Workflow Actions. Feel free to review our articles for more information on setting these up.
Press "Save" in the top right corner of your browser to save the workflow.
If ready, enable the workflow by setting the toggle switch to "Publish."
Test the workflow using the "Test Workflow" button to ensure it is set up correctly and functioning as intended.
NOTE: For an in-depth overview of Workflow Testing see our article, “Using the Testing Features in Workflows”
Benefits:
Targeted Follow-Up:
Create personalized follow-up strategies based on specific reasons for opportunity loss, increasing re-engagement success.
Problem-Solving Precision:
Pinpointing reasons for lost opportunities enables targeted solutions, enhancing sales strategies.
Focused Resource Allocation:
Allocating resources to primary loss factors optimizes efficiency, fueling strategic growth.
1. What is the Opportunity Created Workflow Trigger and how does it function?
The Opportunity Created Workflow Trigger is an automation tool that activates when a new sales opportunity is created in your system. This trigger allows you to initiate automated actions or follow-ups based on the creation of the opportunity, enhancing your sales processes and resource management. It integrates with filters like the lost reason filter to provide more precise automation options.
2. How do I set up the Opportunity Created Workflow Trigger?
Start a New Workflow or Edit an Existing One:
Navigate to the workflow section within your platform and either create a new workflow or select an existing one to edit.
Create and Edit the Trigger:
Click on "Add New Workflow Trigger."
Select "Opportunity Created" from the available triggers.
Optionally, rename the trigger for easier identification.
Define specific conditions for triggering the workflow using filters, including the lost reason filter.
Customize filters as needed to target specific opportunities.
Save the trigger setup.
Set Up Workflow Actions:
Define and configure actions that should be automated when a new opportunity is created.
Utilize the lost reason filter in actions like Create/Update Opportunity and If/Else operators for more refined workflows.
Choose from various workflow actions to tailor the automation to your needs.
Save and Test the Workflow:
Press "Save" to save your workflow.
Enable it by setting the toggle switch to "Publish."
Test the workflow using the "Test Workflow" button to ensure it functions as intended.
3. What is the purpose of the lost reason filter in the Opportunity Created trigger?
The lost reason filter helps you refine the workflow based on specific reasons why opportunities were lost. This allows you to:
Target follow-up strategies more effectively.
Identify common issues or objections leading to lost opportunities.
Tailor your sales approaches to address specific problems and improve overall sales effectiveness.
4. Can I use the lost reason filter with other triggers?
Yes, the lost reason filter can be used with other triggers such as Opportunity Changed, Status Changed, Stale Opportunities, and Pipeline Stage Changed. This filter allows for more detailed and relevant automation based on changes in the status or characteristics of opportunities.
