When switching to some Deals statuses, a notification with a link to the business process appears, where the employee must fill in the required fields. This form of launching a business process (via a link) allows you to quickly receive important information on the Deal when it is changed.

Deals can move according to different scenarios depending on how certain fields are filled in. For example, if the value "Yes" is set in a certain field, a pool of tasks is created, and if it is "No" or empty - the Deal simply changes its status.

In Deals, when switching to a new status, it is required to fill in the fields so that employees do not miss filling out important information and the Deal's card is always meaningful.

When the specified conditions are met, the Deal can automatically independently move to the desired status or even be copied into a new funnel, where the manager will continue to work with it.

For employees, at almost every stage, automatic tasks are created corresponding to the status of the Deal, which remind of important actions (like calls, e-mails an so on).

When a Deal goes into the status of creating a Contract or Commercial Offer (or any other document), files are automatically created using the data from the Deal's card and data entered into the business process.