Sales tunnels connect sales pipelinesSales pipelines are a set of stages in the kanban to work with deals.. Use them when different departments handle a deal. A tunnel lets you automatically move or copy a deal from one pipeline to another. You don’t need to create deals manually or transfer data.
Create a sales tunnel
- Go to CRM > Deals > Pipelines > Sales pipelines and tunnels.
- You will see all pipelines on one page. You can edit existing pipelines or create new ones.
- Click a stage in one pipeline and drag a line to a stage in another pipeline.
- The stages will link. You can now set up the tunnel.
Configure a sales tunnel
- Click Tunnel.
- Choose what happens when a deal reaches the stage:
- Copy — creates a new deal in another pipeline and keeps the original deal.
- Move — moves the deal to another pipeline.
A tunnel works as an automation rule. It copies or moves deals based on your settings. Click Configure to set up the rule.
Fill in these fields:
- Execution — select when the automation rule will start: after the currently running automation rule has finished or irrespective of other currently running automation rules.
- Time — specify the time when the automation rule will start: as soon as the item moves to the desired stage, after a specified period of time, a certain time before the event, or at a precise time.
- Condition — select the condition that will trigger the automation rule. The condition should be configured before the deal moves to the stage with the automation rule.
- Deal name — change the deal name, for example, add the assignee name.
- Move to pipeline — select the pipeline the deal will move to.
- Initial stage — specify the stage the deal will move to.
- Responsible person — select an assignee.
Save the settings.
"Cannot add automation rule to the workflow" error
This error occurs if a workflow is configured on the stage. In this case, you can copy or move a deal to another pipeline in the Workflow Designer. Use the Copy deal or Change pipeline actions to create a tunnel.
In brief
- Sales tunnels connect sales pipelines. Use them when different departments handle a deal. A tunnel automatically moves or copies a deal from one pipeline to another.
- Go to CRM > Deals > Pipelines > Sales pipelines and tunnels.
- To create a tunnel, click a stage in one pipeline and drag a line to a stage in another pipeline. The stages will link, and you can configure the tunnel.
- Click Tunnel and choose what happens when a deal reaches the stage:
- Copy: Creates a new deal in another pipeline and keeps the original deal.
- Move: Moves the deal to another pipeline.