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?
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
Toggle a prospect's heat level
In your CRM, visit the contact profile of a specific prospect and toggle their status to hot. The Contact Changed element will recognize this metadata change and start the workflow. With a Duplicate Filter, you can ensure that additional tasks will not be created if a prospects status is toggled back to normal.
Create a task within your CRM
Using the Pause and Wait for CRM element, you can assign a task to a specific member of your team. You can use this element multiple times if you want to create a new task each time the previous one is completed, which is helpful in the event of a multi-stage sales process.