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Stale Opportunities (Trigger)

In order to PUBLISH workflows, you will need to establish a workflow trigger and a workflow action. Without both, you will only be able to save the workflow, not publish it.


The Stale Opportunities trigger is activated only for opportunities that are older than a specific duration of time. Users can customize the timeframe for an opportunity to be considered stale and define certain actions to be taken as a result.


When no filters are selected, the workflow automatically activates for all opportunities in the open stage in any pipeline.

It is worth noting that once the workflow is triggered, it runs daily at 8:00 am.

To get started, click on Add New Workflow Trigger and select Stale Opportunities.

 

 

All Filter

You can further filter your trigger by clicking on Add Filters. Your standard field options here are Doesn’t Have Tag, Duration in days, Has Tag, and In pipeline.

 

Duration of Days

The Duration of Days filter is used to identify and trigger workflows for stale opportunities. This filter only activates the workflow when the set timeframe for an opportunity card has been exceeded, labeling the opportunity card as stale.

 

 

 

In Pipeline

 

The In Pipeline filter is an option to automate workflows when an opportunity card in a specific pipeline exceeds its set timeframe and is marked as stale.

 

However, this filter only triggers workflows for opportunity cards that are in the Open pipeline stage. It won’t activate the workflows for opportunity cards that are in the Won, Lost, or Abandon pipeline stages.

 

Has Tag

By selecting the Has Tag filter, the workflow will only trigger when an opportunity card in the Open status of a pipeline has a specific tag and has exceeded its set timeframe.

 

For example, in the Sales pipeline, if an opportunity card has a 20% Discount Voucher tag set and its timeframe is set for 2 days, the workflow will only activate if the opportunity card exceeds the 2-day timeframe without any updates.

 

Doesn’t Have Tag

By selecting the Doesn’t Have Tag filter, the workflow will activate only when an opportunity card in the Open status of a pipeline has exceeded its set timeframe and does not have a specific tag.

 

For instance, in the 15% Black Friday Discount pipeline, if an opportunity card does not have a Member-Exclusive Reward tag set and its timeframe is set for 3 days, the workflow will only activate if the opportunity exceeds 3 days without any updates.

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