Tunnel is a sales automation tool for connecting deal pipelines. Create tunnels to ensure effective and continuous work with customers.
To set up tunnels,
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Go to CRM and open Deals.
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Click on the current deal pipeline name.
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Select Sales pipelines and tunnels from the drop-down list.
Here, you can view existing pipelines and tunnels, and add new ones.
Learn how to create and manage deal pipelines
To create a tunnel, drag a stage to another one.
Error: Cannot add automation rule to the workflow
This error occurs when you add a tunnel from a stage with a workflow. To copy or move a deal to another pipeline, add the corresponding activity to your workflow.
Workflow Designer
Actions: CRM
Click on the sales tunnel to edit it. There are 3 options available here:
Rule aided copy or Rule aided move. Choose whether to copy or move a deal to another pipeline.
Configure. In fact, a tunnel is an automation rule that copies or moves a deal to another pipeline. As in other automation rules, you can edit its conditions and execution time.
Delete. The tunnel and all its settings will be permanently deleted.
Use case
Tunnels are valuable for companies that not only sell but offer additional services. For instance, if a company sells dishwashers, they probably deliver and install them.
In our example, when a dishwasher is successfully sold, we need to transfer a deal to the Installation pipeline.
We'll copy deals to the Installation pipeline, as we need the data about all the dishwashers sold for analytical reports.
Also, we'll set a condition to use this tunnel only if installation is required.
Learn more about using conditions in automation rules
That's it! Two deal pipelines are now connected by our customized tunnel.
In brief
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Tunnel is a sales automation tool for connecting deal pipelines. Create tunnels to ensure effective and continuous work with customers.
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Configure a tunnel and choose whether to copy or move a deal to another pipeline.
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In fact, a tunnel is an automation rule that copies or moves a deal to another pipeline. Edit its conditions and execution time if needed.