Skip to content

Agent Lead Won

The goal of the automation is to mark an agent lead as won when its stage gets changed to won.

It achieves this by removing rea lead & rea lost tags and adding rea current along with removing from the Agents - First Contact automation.

flowchart TD
    A[Opportunity Moved to Won]:::colour;
    B[Remove Tags For Leads and Lost]:::colour;
    C[Add REA Current Tag]:::colour;
    D[Remove from First Contact Emails]:::colour;

    A --> B
    B --> C
    C --> D

    classDef colour fill:#02A6F2,stroke-width:0px;