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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".
Create a Resurfacing Rule
- Select a team in the left menu
- Click the cogwheel icon
- Select Resurfacing
- Click +Add Resurfacing button at the bottom of the screen
- Enter the name of the rule and Save
- 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.
- Enter how many days the Opportunities should resurface after being marked dead
- 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.
- While in a Resurfacing rule, click the Actions tab
- 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.
- Select a user to be the owner of the resurfaced opportunities
- Select a user to be the assignee of the resurfaced action
- Select Group to assign the resurfaced Opportunities to two or more Team Members or leave them unassigned in a Group
- Choose the group to assign Opportunities to
- Click Round Robin to assign the Opportunities alternately to the members of the group
- Premium Feature: Click Leave Unassigned to let the team members in the group manually take ownership of the Opportunities themselves
- 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
- Choose the group to assign Opportunities to
Email Notification
Immediately send an email notification when an Opportunity is resurfaced.
- While in a Resurfacing rule, click the Email Notification tab
- Enter the email/s where the notification will be sent to. If adding multiple emails, separate them using a comma
- Add a subject for the email
- Write the message body of the notification
Webhook
Add a webhook where the details of the resurfaced Opportunity will be posted automatically.
- While in a Resurfacing rule, click the Webhook tab
- Enter the Webhook URL
- 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.