The Challenge

Create follow-up tasks for hot prospects

If you work for a large company, its likely that you have many prospects in your sales funnel. Whether due to being part of a specific industry, or having established a connection with them at a networking event, you may want to mark them hot prospects in your CRM. How can you make sure that designating a prospect as hot creates actionable items to help close a sale?

The Solution

Use Contact Changed to start a workflow

Through the use of the Contact Changed element, whenever you toggle a contact's status as a hot prospect, you can ensure that a task is created for a member of your team within the CRM. This ensures that the prospect will be promptly followed up with.

The steps to success

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