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Grow - Stale Opportunities
Grow - Stale Opportunities

Do you have opportunities in your leads pipeline that you want to move after a set period of time?

Updated over a week ago

If you've had your Grow CRM set up for a while, you've inevitably had leads trickle into your sales pipeline (AKA Opportunities) that you may want to remove them after a set period of time to keep your pipeline clean and updated.

You can set this process up automatically using the following steps:

1. Log in to your Grow account: Grow.PushPress.com

2. Click on Automation

Click on Automation

3. Click on Create workflow

Click on Create workflow

4. Click on Start from scratch…

Click on Start from scratch…

5. Click on Create new workflow

Click on Create new workflow

6. Click on Add New Workflow Trigger

Click on Add New Workflow Trigger

7. This screen will pop-up

This screen will pop-up

8. Click on the drop down for "Choose A Workflow Trigger"

Click on the drop down for "Choose A Workflow Trigger"

9. Find Stale Opportunities

Find Stale Opportunities

10. Next, create a filter

Next, create a filter

11. First filter is "In pipeline"

First filter is "In pipeline"

12. Select your opportunities pipeline from the secondary drop down

Select your opportunities pipeline from the secondary drop down

13. Next, create a second filter: Click Add filters

Next, create a second filter: Click Add filters

14. From the drop down, select Pipeline stage

From the drop down, select Pipeline stage

15. Select the stage you want. In this example we are using the Rate Request stage

Select the stage you want. In this example we are using the Rate Request stage

16. Next, create a 3rd and final filter: Click on Add filters

Next, create a 3rd and final filter: Click on Add filters

17. Locate: Duration in days

Locate: Duration in days

18. Type the number of days you want the system to check for this trigger. We recommend 30-45 days

Type the number of days you want the system to check for this trigger. We recommend 30-45 days

19. Your finished filters should look like this

Your finished filters should look like this

20. Click on Save Trigger

Click on Save Trigger

21. Now, after the trigger is completed we need to add an action in the workflow. Click the +

Now, after the trigger is completed we need to add an action in the workflow. Click the +

22. Locate the "Remove Opportunity" option

Locate the "Remove Opportunity" option

23. Make sure you select the pipeline that it needs to remove the person from

Make sure you select the pipeline that it needs to remove the person from

24. It should look something like this:

It should look something like this:

25. Click on Save Action

Click on Save Action

26. Rename the workflow

Rename the workflow

27. Name it however you want

Name it however you want

28. Click Publish and then save to make your new workflow live

Click Publish and then save to make your new workflow live
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