Adjust Expected Close Date On A Deal Automation Recipe


Every sales prospect is different. You can imagine how the sales process should go, and plan how you expect it to go from the first call to marking the CRM deal as 'Won.' But sometimes things happen. Progress slows down or speeds up, and you need to make adjustments to your sales timeline to complete a sale.

Changes in the sales process happen frequently. That's why you can automatically adjust your CRM deal closing date in ActiveCampaign.

The adjust expected close date on a deal automation recipe is here for you. It does the math so you don't have to.

When a prospect moves to new CRM pipeline stages, this automation will use the Math action to automatically add 7 days (or your customized length of time) to the original given close date. This gives you more time to engage with a prospect and close the deal.

Before using this automation, remember to create a custom date field. The custom date field can be called something like Intended Close Date or Expected Close Date

How does an adjust expected close date on a deal automation work?

1. The automation is triggered when a deal's stage changes in your pipeline. You can set this automation up to be triggered upon any deal stage change or just when a deal moves to a specific stage, like if a contact moves back to an earlier stage..
2. Math action adds your set number of days to the Expected Close Date custom date field.
3. The automation ends.

What do you need to use this adjust expected close date on a deal automation recipe?

Just an ActiveCampaign account, CRM pipelines, and deals!

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