When a deal's score changes, let a rule take the next step
Set a rule, and when a deal's score changes, an activity is added to that deal. You can't switch the ready-made recipes on yet, but you can try them in a sandbox where nothing real changes.
What a rule does today, and what you can test
Pick what starts a rule and what it does
Each rule pairs a trigger, the change to watch for, with an action, what happens next. For now there is one trigger and one action. When a deal's performance score moves to a new level, the rule adds an activity to that deal. You can pause one rule while the others keep running.
Test a recipe on sample details
Run a ready-made recipe in the sandbox against sample details. The recipes include one for a new hire, covering IT accounts, payroll, training and a buddy introduction, and one for high-priority support tickets. Each test run is recorded, and you can save a copy as a draft.
Ask Eva for a first draft
Tell your assistant Eva what you want, and she can help draft a recipe to try in the sandbox. Letting her make changes needs an Eva Personal Assistant seat.
Works with
- The activity a rule adds appears on the deal's own page in Deals, so anyone opening it can see the score has moved.
When you request access, tell us which deal changes you'd want a rule for.
Sending a request doesn’t create a workspace, and every request is reviewed before anyone is given access.