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Configure Sales Opportunity Auto-Reminder Rules

Updated

 

The Goal: Configure Sales Opportunity Auto-Reminder Rules so that reminders are automatically generated when a sales opportunity has gone without communication, helping you maintain consistent follow-up.

Before You Begin:

  • You need staff access to the Sales Funnel settings to add or edit auto-reminder rules.
  • Have your Sales Stages, Sales Dispositions, and Sales Opportunity Statuses configured first, since these conditions are used to trigger reminders.

Step-by-Step Instructions

You can set up auto-reminders to ensure that you are maintaining communication with your sales opportunities. The Sales Opportunity Auto-Reminder Rules settings allow you to configure when a reminder will be generated.

  1. Go to Contacts, Sales Funnel section, click Settings and select Sales Opportunity Auto-Reminder Rules. A list of the Sales Opportunity Auto-Reminder Rules already configured in your system will be displayed (none will be configured by default).

  2. Click the Add button.

    screenshot

  3. In the Add Sales Opportunity Auto-reminder Rules window, configure the following:

    screenshot
    1. In the When I have a Sales Opportunity with all the following conditions section, select the combination of Sales Stage, Sales Disposition, and Sales Opportunity Status conditions that will be used as a factor in triggering a reminder. These settings, along with the Days, described below, will be the triggers for creating the reminder.
    2. In the That hasn't been communicated to in more than X days section, enter the number of days without communication to your sales opportunities in the Sales Stage, Sales Disposition, and Sales Opportunity Status configured above that will trigger a reminder.
    3. In the Create a Reminder Task with the following settings configure:
      • Description - This description will be displayed on the task tab for the sales opportunity.
      • Days Until Overdue After Reminder - This is the number of days after the first reminder that the task will become over-due.
      • Task Priority - Select a task priority from the list.
  4. Click Done to save the new reminder.

Common Pitfalls

  • No reminders generated: If the Sales Stage, Sales Disposition, and Sales Opportunity Status conditions don't match any active opportunities, no reminders will fire. Confirm your trigger conditions match the opportunities you actually want to follow up on.

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