Create a rule at the Deal won stage, and it will create a repeat lead six months later to remind the client about renewing the service contract.

Lead name: Specify the new lead's name. You can insert values from various CRM fields, like the customer or company name.

Responsible person: Choose an employee to be responsible for the new lead.

When moving a deal to the Deal won stage, the automation rule starts, but the action is postponed for six months.

Create a rule at the Deal won stage of the Sales pipeline. When a deal reaches this stage, the rule will copy it to the first stage of the Installation pipeline. The deal form will include all necessary information about the client and the order.

Deal name: Specify the new deal's name. By default, the original deal name is copied with the addition of the word Copy. Specify another name if needed.

Move to pipeline: Choose a pipeline for the copied deal. You can opt for the current pipeline.

Initial stage: Select a stage in the chosen pipeline.

Responsible person: Choose an employee to be responsible for the new deal.

When a deal reaches the Deal won, the automation rule copies it to the New stage of the Installation pipeline. All field values are transferred to the new deal.

Create a rule for deals at the Create papers stage, and it will plan an activity for the sales manager to contact the client and discuss contract terms.

Name. Specify the activity name, like Contact customer.

Description: Specify what the sales manager needs to do. You can insert values from various CRM fields, like the name, client address, or comment. To do this, click the three dots (...) and select the desired field.

Activity deadline: Choose a date to complete your activity. For example, schedule it for tomorrow at 2:00 pm.
Time settings in automation rules

Responsible person: Choose an employee for the activity. By default, this is the deal's responsible person, but you can select another user.

Choose color: Use colors to separate activities by type: yellow for calls and green for meetings. If an activity is scheduled in an employee's calendar, the form's color in the calendar will match the activity's color in CRM.

More actions. You can select one or more actions:

• Add to calendar: The activity will appear in the calendar.
• Select customer: If there are several clients in the item form, you can add one or all of them to the activity. This will help the responsible user to contact the right client.
• Invite users: Add colleagues to the activity if you are working in teams.
• Enter address: Specify an address if the meeting is out of the office.
• Select location: Book a meeting room to hold the meeting in the office.
• Attach link: Attach a link to a Bitrix24 video conference if you have arranged an online meeting. You can insert values from CRM item fields.
• Attach file: Add a document or any other file.

Auto complete activity when entity moves to a different stage: If enabled, the activity will be automatically completed if a deal moves from the Create papers stage to the Final invoice stage. Disable this option if you want the sales manager to complete the activity manually.

When a deal reaches the Create papers stage, the automation rule adds an activity for the sales manager. It is displayed in the CRM item form and the employee's calendar.