Name: Create Close opportunity follow-up
Author: recued-core

Create Close opportunity follow-up

by recued-core v2 10 views

Use “Create Close opportunity follow-up” in Recued. It runs the Close pipeline workflow with approval before changes are made.

How it works 6 steps

Inspect the data fetches, transforms, gates, and output this recipe runs.

Process (6 steps)

■ lead ?

■ pipelines ?

■ statuses ?

■ opportunity ?

■ task ?

■ card to_summary

Format results as a summary card

Settings 12 configurable

Configurable at install. Defaults shown — change them anytime in Recued.

note setting =

close setting =

value setting = 0

lead id setting = [object Object]

status id setting =

task date setting =

task text setting = Follow up on the new opportunity.

confidence setting = 50

pipeline id setting =

value period setting = one_time

owner user id setting =

task priority setting = medium

What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.

Read your Close connection

Declared by the recipe — Recued grants these at install, where you review them before approving.

6 steps 12 configurable settings recipe_id: create-opportunity-follow-up-close