workrest | Implementation
This is a step-by-step guide for all workrest Implementation records on HubSpot
Overview
What triggers the creation of an Implementation Record?
Once a workrest Deal reaches the Trial Created stage, the Sales Team will have upto 30 days to highlight whether the contact requires a Demo. If no Demo is required, the Deal record will move automatically to the Update Deal stage, however if the property Demo Required is changed to "YES", this will trigger the creation of an Implementation Record, within the workrest Implementation pipeline, to the Intro stage.
Once the "Intro Call Date & Time" property has been updated, it will wait until 14 days after the date indicated, where it will then move the record to the “Week 2 Check stage and send out a notification to the Implementation Team's mailbox.
When a Deal record is associated to:
- Asset
- Contact
and the "Demo Required" property is highlighted as "Yes". A record will be created within the "Intro" stage on the workrest pipeline. The deal will also be moved to the demo requested stage.
It will be created using the "asset name - firstname lastname -product name"