We now have the ability to automatically change the status of a ClientPoint to won or lost, when an Opportunity in Salesforce is changed to won or lost. Setup is required, see below for instructions.
Here's how it works:
Let's set the scene. You just got off the phone with your prospect and they said they would send over the signed agreement to move forward with your services. *Ding* You receive an email notification from them shortly after, you smile big, and you're ready to mark them as won in Salesforce.
When you do, the ClientPoint you worked so hard on, will also update to a status of won. This won ClientPoint will now show in ClientPoint as won, contributing to the amazing analytics in your dashboard and the analytics.
Here's how to setup this Salesforce rule:
In Salesforce (instructions are in Lightning Experience):
- Go to Setup and search Workflow in Quick Find.
- Choose Workflow Rules.
- Choose New Rule.
- Find Opportunity in the dropdown and choose Next.
- Fill the fields in with the following information:
- Choose Save & Next.
- Find the dropdown and choose New Outbound Message.
- Fill the fields in with the following information:
- Choose Save & New.
- On the next page choose Done.
- On the next page choose Activate.
Have any questions? Please contact support@clientpoint.net.