Where can I find this option? → Settings → Opportunity Types and Processes

Remember that this option will only be available if you have enabled the permissions : Opportunity statuses → Modify opportunity statuses

Previous concepts

1. What are opportunity types and what are they used for?

1. Setting states and substates
   

What are automatic actions?

Automatic actions are always linked to a specific sub-state, therefore they are configured individually for each sub-state. To create an automatic action, follow these steps:

1. We access the “Settings” section in the left sidebar and enter “Opportunity Types and Processes”.
2. We select one of the opportunity types already created, and enter one of the sub-states. We will see that a menu is enabled on the right in which a tab appears that says "Automatic actions". In this section we will see the list of the automatic actions already existing for this sub-state. They are grouped into three groups:
1. Actions on open : These are actions that are performed automatically when the substate we are configuring is opened.
2. Actions on closing : These are actions that are performed automatically when the substate we are configuring is closed.
3. Scheduled actions : These are actions that are carried out once a defined time has passed since the opening of the substate that we are configuring.
3. We click on "Add action"
4. We choose the type of action (on opening, on closing or scheduled). In the case of scheduled action, we also define the time for its activation.
5. We select the specific action. Depending on the chosen action, we configure its details, which are explained in the next section of the article.
6. We choose the channels to which we want to apply the new automatic action. By default, it will be applied to all channels.
7. Click on "Send" to save the new automatic action.

Remember that the configured automatic actions only apply to the sub-state we are configuring, which is part of a specific opportunity type. If we want the same automatic action to apply to opportunities of another opportunity type, we must replicate the creation of the automatic action for the appropriate sub-state within this other opportunity type.

Automatic Actions - Detailed Settings

Assign Installer : This action will cause the opportunity to be automatically assigned to an installer company (based on the settings made in "Settings" → "Assignment Criteria"). From that point on (the sub-status in which this action is configured), the assigned installer company will have visibility of the opportunity to carry out its responsibilities.

In order to create an automatic installer assignment action, it is necessary to have previously configured the assignment criteria

Assign commercial. It works in the same way as the previous action, but is applied to the commercial companies configured on the platform.

In order to create an automatic sales assignment action, it is necessary to have previously configured the assignment criteria

Open substatus. This action will automatically open a selected substatus. For example, you can configure that when the substatus "Pending documentation" is closed, the following substatus "Documentation validation" will automatically open.

Close Substate. Works similarly to the previous action, but automatically closes a selected substate.

Send email. With this action, we configure the automatic sending of an email. The following elements must be selected:

- The email template to send.

- SMTP credentials .

- The recipient of the email (customer, installer, salesperson or the person from the internal team assigned to that opportunity)

- Email recipient (optional). This is where your company's users configured on the platform will appear.

For example, we configure an email to be sent to a client after 4 days have passed since opening “Pending documentation” to remind them that we need X data about them. We would configure this action as a scheduled automatic action by adding the 4 days in this configuration.

In order to create an automatic email sending action, it is necessary to have previously configured an email template and SMTP credentials.

Generate report. This action allows us to generate a report (previously designed and parameterized in the “Report templates” section) automatically and will send it to a recipient (client, installer, etc.) as an email attachment (this email template must also be configured on the platform).

In order to create an automatic email sending action, it is necessary to have previously configured a report template, an email template and SMTP credentials.

Create activity. This action allows us to automatically create an activity (defined and configured in “Settings”) so that it is present in the opportunity.

For example, we can create an activity type that is “Outbound Call” and a description that is “Call Customer.” This way, the user responsible for the opportunity in a specific substatus will be able to know what actions they need to take with that customer.

Send report for electronic signature. If you have contracted the electronic signature service, we can send a document automatically, through the contracted platform, for it to be signed. You have to choose the label of the report to be sent, the recipient of the email and the configured external source action.