Add Points to Deal if Sales Leaves a Voicemail

Managing a deal score system can seem imposing, but it’s easy to set up your rules and then use it to automate your various systems. Using certain actions and outcomes to increase or decrease a score can let you know if a deal is warm or cooling off. This automation adds points when your sales team leaves a voicemail for a deal. This is a great way to follow up on a completed task.

This automation adds points to a deal engagement score when a call type task is completed with an outcome of “left a voicemail.” Feel free to add more actions to align this even further with your unique sales process.

Here’s how Add Points to Deal if Sales Leaves a Voicemail works:
1. The automation is triggered when a call type task is completed with an outcome of “left a voicemail.”
2. The contact then moves to an adjust deal score action, adding 10 points to their engagement score.
3. The contact exits the automation.