Can one rule open deals in two departments?
No: one rule opens one deal. Write a rule for each department, from the same stage if you like. Each has its own wait, owner and task, and its own figures in the report.
Does a rule work on leads?
Rules work on deals. For a lead that asks about several departments, use Interested in, and converting it opens a deal for each one you tick. See Leads that ask about several departments.
What if a deal reaches the stage by an import or a bulk change?
It counts, like any other way of getting there, because the rule looks at where deals are, not at how they moved. See Deals already there when a rule is saved for importing old deals.
Can it open a deal twice for the same customer?
A rule notes each deal once. Across deals, the safeguards stop a second open deal in the same pipeline and more than one from the same rule in the number of days you set.
What if the person a rule names leaves?
A circle in turn skips anybody whose sign-in is no longer active. A rule naming one person falls back to your Deal assignment rules, and if those find nobody, to whoever wrote the rule.
What time does a deal open?
At 9 in the morning on its day, in your business’s time zone, or within five minutes when it is due straight away. Open now opens it at once.
Does it change the first deal?
Never. It only reads it, and writes in its History what it did.
Can a salesperson stop the deal opening?
Only people with Manage on Cross-sell rules see Don’t open. A salesperson who thinks the customer should not be called can mark them Do not contact, which stops it on the day.
Does it pay commission?
Not yet. It records who brought each deal in. Paying a share comes with Targets and Commission.
What happens if we switch the module off?
Nothing is deleted. Rules stop and nothing opens until it is switched back on. See Switching Cross-sell on.
Does it work with Channel Partners?
Yes. A deal a rule opens is credited to the customer’s channel partner while the customer is inside the partner’s window, so the architect who sent the tiles customer is credited with the kitchen too.
Does it work in the Android app?
Yes, from version 1.3.145. See Cross-sell on a phone.
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