Resurfacing
  • 01 Jun 2022
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Resurfacing

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Resurfacing is a functionality that is tied with Dead Reasons. This lets you create a rule that "resurfaces" Opportunities that were marked dead for a specific reason so they go back into your Active Opportunities to be followed up with. This is best used for those dead Opportunities that are not actually "dead". 

Pro and Premium Feature
Resurfacing is available to Pro and Premium plans. If you are on the Essentials plan and are interested to upgrade, please email billing@investorfuse.com or send our support team a chat.

Create a Resurfacing Rule

  1. Select a team in the left menu
  2. Click the cogwheel icon
  3. Select Resurfacing
  4. Click +Add Resurfacing button at the bottom of the screen
  5. Enter the name of the rule and Save
  6. Select a Trigger on Dead Reason. This will tell the system to trigger this Resurfacing rule whenever an opportunity is marked dead and the reason you set is selected.
  7.  Enter how many days the Opportunities should resurface after being marked dead
  8. Click the ellipsis to delete the Resurfacing rule


Action

This setting lets you select a team member that will be the owner of the resurfaced Opportunities to continue the follow-up. Select one user or round robin to multiple users.

  1. While in a Resurfacing rule, click the Actions tab
  2. Select Individual User to assign the resurfaced action and the owner of the Opportunity to a specific team member. They can be different if you want a specific person to own or manage the opportunity but another to do the follow-up.
    1. Select a user to be the owner of the resurfaced opportunities
    2. Select a user to be the assignee of the resurfaced action
  3. Select Group to assign the resurfaced Opportunities to two or more Team Members or leave them unassigned in a Group
    1. Choose the group to assign Opportunities to
      1. Click Round Robin to assign the Opportunities alternately to the members of the group
      2. Premium Feature: Click Leave Unassigned to let the team members in the group manually take ownership of the Opportunities themselves
      3. Premium Feature: Click Attach to group and assign ownership to an individual user if you want to assign the Opportunities to a group but have a specific user working on them


Email Notification

Immediately send an email notification when an Opportunity is resurfaced.

  1. While in a Resurfacing rule, click the Email Notification tab
  2. Enter the email/s where the notification will be sent to. If adding multiple emails, separate them using a comma
  3. Add a subject for the email
  4. Write the message body of the notification


Webhook

Add a webhook where the details of the resurfaced Opportunity will be posted automatically.

  1. While in a Resurfacing rule, click the Webhook tab
  2. Enter the Webhook URL
  3. Click  Save



Stop Resurfacing

Click the option below to stop a resurfaced Opportunity from resurfacing again when you mark them dead the second time. Use this option to mark the Opportunity dead completely.



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