Remind your team to set a Projected Close Date.

Overview

This template ensures you fill out the Projected Close Dates for your deals. By sending automated reminders for this task, you will have the data you need to track the performance and progress of your sales strategies.

Prerequisites

We have put together a list of prerequisites that are recommended for this workflow. This will be different depending on your usage, but you can use it for reference.

• A Sales processes list that includes:

  • Proposal status attribute

How to use this template

1. The Attribute Updated block is the first step to this workflow. This block will be activated every time you update the status attribute of your deals in your Sales list. To make sure this workflow runs properly, we will need to specify the list for Sales and the status attribute used to track a deal’s progress. In most use cases, the list would be Sales, and the attribute would be Stage.

2. The Delay block allows you to assign an amount of time for the deal Owner to add a Projected Close Date.

3. The Filter block checks if the deal doesn’t have its PCD filled and has been moved to a stage that requires one. In our case, we decided that a PCD should only be filled out when the deal is in the Proposal stage, but this can be anything that works for you. To set this filter correctly, we will thus set the new stage value as Proposal, and PCD as [empty].

4. The Create Task block automatically assigns a task to the Owner of the deal that prompts them to fill out an PCD. You can set up the task by giving it a name, due date, linked record ({Parent Record}), and an assignee.