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Entrepreneurship

Automate That! Automatically Move Deal to the Next Stage When Task is Completed [Video]

Automate That! Automatically Move Deal to the Next Stage When Task is Completed

In this episode of Automate That! Cody and Ernie break down a free ActiveCampaign automation recipe that moves a deal to the next stage when you mark the current task on the deal as complete.

This automation helps you harness the power of sales automation within your CRM, moving your deals through your sales process, your sales outreach cadence, or through any other pipeline that you may have built out.

You can use this automation to save time in your sales efforts — minimizing the time spent tediously moving deals from stage to stage, and removing the possibility of forgetfulness or human error completely!

You can also use this automation to trigger other automation actions such as notifying another team member, adding an additional task for the next touchpoint, or sending an email to the contact.

Get the “Move Deal to the Next Stage When Task is Completed” automation recipe here:
https://www.activecampaign.com/marketplace/recipe/move-stage-when-task-is-completed

Related recipes:

Calendly: Move Deal Stage Based on Appointment Set:
https://www.activecampaign.com/marketplace/recipe/calendly-move-deal-stage-based-on-appointment

Won Deal Metrics Review Notification:
https://www.activecampaign.com/marketplace/recipe/won-deal-metrics

Lost Deal Metrics Review Notification:
https://www.activecampaign.com/marketplace/recipe/lost-deal-metrics

Automate That! is a segment from the ActiveCampaign live show, “Growth Decoded” — where we demystify the customer experience to grow your company — one topic at a time! Each episode of Automate That! highlights a single automation recipe from the ActiveCampaign Marketplace that you can import into your account for free, in just a few clicks.

Visit the ActiveCampaign Marketplace: https://www.activecampaign.com/marketplace/

To sign up for updates on future episodes and get exclusive content, visit:
https://www.activecampaign.com/events/growth-decoded

Connect with ActiveCampaign on social!

LinkedIn: https://www.linkedin.com/company/activecampaign-inc-
Instagram: https://www.instagram.com/activecampaign
Facebook: https://www.facebook.com/activecampaign/
Twitter: https://twitter.com/ActiveCampaign

#SalesAutomation #SalesCRM #MarketingAutomation

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Categories
Entrepreneurship

How To Use QuickBooks | Simple Online Accounting Software (QuickBooks Tutorial) [Video]

Today, I dive into a Quickbooks tutorial for beginners and share with you how to use Quickbooks online to better manage your accounting and financial activities. This walkthrough is from the perspective of a small business owner and not an accountant.Get started with Quickbooks here: https://quickbooks.com/Today we cover the following chapters in this Quickbooks tutorial:0:00 Intro01:17 Getting started02:49 Sign up (free 30-day trial)03:21 Dashboard06:31 Account settings09:43 Banking11:23 Sales13:06 Cash flow13:32 Expenses13:52 Employees14:00 Reports14:44 Taxes14:53 Accounting15:40 Apps16:57 Outro Are you interested in joining our small business community?Join us to receive actionable tips, tutorials and tools to grow your small business online (Subscribe to our email list) or join our exclusive community here: https://mailchi.mp/71ac3fcdbfdf/stewart-gauldLet me know if you found this Quickbooks tutorial helpful. Also, if you require any help or support, make sure to get in touch with us today.Thanks for watching and enjoy!#quickbooks #smallbusiness

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Entrepreneurship

In this Monday tutorial, I share how you can get started with project management as well as CRM activities through Monday’s all in one productivity platform.Monday is now a leading all in one project management and CRM software due to Monday’s simplicity and visually pleasing user interface. This powerful platform now offers a generous free plan for up to 2 seats, allowing freelancers and small businesses the opportunity to get started with project management and CRM activities for free. Get started with Monday here: https://mondaycom.grsm.io/stewartgauld3125*(This link is an affiliate links, which means we will get a commission if you upgrade to a paid plan through this link, this helps support our channel and we thank you in advance!) Here is the Monday CRM tutorials for beginners we mentioned in this video:https://youtu.be/8ZFrjcl668Y Today we cover the following chapters in this Monday tutorial:0:00 Intro01:20 Getting started01:54 Pricing03:34 Monday Dashboard03:56 Workspaces04:50 Create folders05:51 Create a board07:44 Create groups09:00 Add items (tasks)09:44 Columns11:59 Add sub-items12:23 Project views13:10 Automate14:44 CRM Capabilities18:17 Outro Are you interested in joining our small business community?Join us to receive actionable tips, tutorials and tools to grow your small business online (Subscribe to our email list) or join our exclusive community here: https://mailchi.mp/71ac3fcdbfdf/stewart-gauldLet me know if you found this Monday tutorial helpful. Also, if you require any help or support, make sure to get in touch with us today.Thanks for watching and enjoy!#monday #crm #projectmanagement