Salespeople have a lot going on in their world 🌎 Often times, process adherence - like updating MEDDICC fields - can fall through the cracks. With Scratchpad Studio, Sales Leaders and RevOps can set-up automated reminders around missing MEDDICC fields to ensure opportunities are up to date and ready to close ✅
To Create your Automation:
1. Navigate to the Gear icon in the bottom left corner of your Scratchpad Homepage
2. Select Studio under "Organization"
3. Select Automations from the options on the left
4. Select + Create Automation in the top right corner of the screen
5. Create a name for your Automation and select the day/time you would like the Automation to be sent
6. Select Opportunity as your object and create your conditions:
Use Advanced Filtering logic to customize what MEDDICC fields should be filled out by what stage. Here is an example:
-OR-
7. By default, the Opportunity Owner will receive this Notification. Select your Delivery Method (Scratchpad Inbox and/or Slack)
8. Include a message with optional variables (ex. Opportunity Name) to provide additional context for the Notification
9. Select Save in the top right corner - and you're done! Woohoo 🥳
🚨Automations are available on paid licenses only.
Book a Complimentary 1:1 with a member of our User Delight team today!
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