Sales Center - Sales Center Triggers in Automation Center
Modified on: Thu, 25 Jan, 2024 at 4:58 PM
Down below is a list of the current Sales Center Triggers in Automation Center. To learn more about all the available options in Automation Center, check out our Automation Center - List of all Triggers, Filters, Actions, and Templates article!
Trigger Name | Purpose |
---|---|
New Status (formally "Interview") | This will trigger when an opportunity is moved to the New column. |
Contacted Status (formally "Pricing") | This will trigger when an opportunity is moved to the Contacted column. |
Quoted Status (formally "Presentation") | This will trigger when an opportunity is moved to the Quoted column. |
Reviewed Status (formally "Decision") | This will trigger when an opportunity is moved to the Reviewed column. |
Won Status (formally "Fulfillment") | This will trigger when an opportunity is moved to the Won column. |
Cross Sell | This will trigger when Agency Insights uncovers a Cross-Sell opportunity. |
Recapture Lost Policy | This will trigger when Agency Insights uncovers a Recapture Lost Policy opportunity. |
Suggest Umbrella | This will trigger when Agency Insights uncovers a Suggest Umbrella opportunity. |
Capture Unbound | This will trigger when Agency Insights uncovers a Capture Unbound opportunity. |
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