Sales to CS Hand-off

This is a task, one of the actionable steps in your workflow. 

⬆️ When you edit a workflow, you can assign tasks to other users, give them a deadline to be completed by, pause the workflow run at this point, or change who can see this task by adjusting the permission settings ⬆️

⚡️ You can automatically populate all AE info by setting up an integration with your CRM, for example Salesforce or Close.io.

This task has a Stop Task added to it, which pauses the workflow run at this point. You can't complete anything past this point until this task has been dealt with.

⚡️ You can automatically populate all all customer and deal information by setting up an integration with your CRM, for example Salesforce or Close.io.

Deal details

Customer contact details

This is a heading, used to separate tasks into sections in your workflow.

This task uses variables to surface information collected in form fields in your workflow, so that they can be viewed or used elsewhere in your workflow, such as in the text widget below. 

If all of this information is contained within the account's CRM page, it can be accessed here:

Customer CRM link: {{form.Link_to_customer_page_in_CRM}} 

Customer's current pain points/challenges: {{form.Customer's_current_pain_points/challenges}}

Try to come up with at least 2 or 3 clear reasons why the customer chose to work with you.  

Note down what success means for the customer into short-term and long-term success.

This send email widget uses variables to surface information collected in form fields in previous tasks in your workflow run. 

This task, or the fields within it, will show or remain hidden due to Conditional Logic rules that have been set up in this workflow.

Edit the workflow and ↖️click the Conditional Logic button ↖️ to view or edit the rules.

⚡️ You can automate this step by setting up an integration with your CRM, for example Salesforce or Close.io.

Link to customer's CRM page: {{form.Link_to_customer_page_in_CRM}}

⚡️ You can automate this step by setting up an integration with Slack. 

Edit the workflow to see the snippet form field you could use in an integration. 

Completing this task send a message to the Customer Success team, confirming that handoff has been made. 

ℹ️ Need support getting your processes set up? Click the help button ↘️ or book a time to talk with one of our Process Pros.