How is it useful?
Keeping your CRM updated requires a lot of manual effort. With workflows, you can automate some of these activities like updating the status of a deal when it progresses up the pipeline or assigning a pre sales contact when a Contact’s status is moved to the Demo stage and so on.
Let’s see how to setup a workflow to update a field’s property.
Say you have a
Scenario: When a lead’s last activity is more than 30 days ago, change Lead stage to Inactive.
How to modify field property using workflows?
Log in as an Admin > Admin Settings > Workflows > New Workflow.
Name: Update lead stage to Inactive.
Description: When a lead is not contacted for more than a month, mark him as
an inactive lead.
Choose the Record type: Lead.
Configure your Workflow’s,
Execution trigger: Once when it’s created or updated
Conditions: Lead Property > Last contacted time > is greater than > 30 days
Now choose an action from the drop-down.
Action: Update Lead > Lead stage > Inactive
6. Either Save & Start the workflow immediately or just Save it for now and activate it later.