After Call, Move Deal to SQL


People are busy and so is your sales team. Automating small processes can save big time for both parties. When an agent makes contact with a deal and is moving them along your pipeline, automatically marking them as an Sales Qualified Lead (SQL) in your pipeline is an easy time saver. This is a great way to follow up on a completed task.

This automation moves your deal to the SQL stage in your pipeline when the deal owner completes a call task with a “connected with customer” outcome. Feel free to add more actions to align this even further with your unique sales process.

Here’s how After Call, Move Deal to SQL works:
1. The automation is triggered when a call task relating to a deal is completed with an outcome of “connected with customer.”
2. The contact then arrives at a move deal stage action, moving them to your SQL stage or whatever stage represents this in your unique pipeline.
3. The contact exits the automation.

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