BrightManager + Ignition
Update BrightManager prospects to clients and enable services from new accepted proposals in Ignition
This template will update a prospect to a client within BrightManager when a new proposal is accepted within Ignition. You can then use the full BrightManager system to manage your client engagement.
This template will update a prospect to a client within BrightManager when a new proposal is accepted within Ignition. You can then use the full BrightManager system to manage your client engagement.
- When this happens...Proposal Accepted
Triggers when a proposal is accepted.
- automatically do this...Client Search
Find a client by company name
- then do this...Update Prospect to Client
Update a Prospect to a Client within BrightManager.
- then do this!Enable Service
Enable a service for a Client within BrightManager.
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Proposal Accepted
Triggers when a proposal is accepted.
Try ItProposal Completed
Triggers when a proposal is completed. Does not work with Classic proposals.
Try ItProposal Moved to Awaiting Acceptance
Triggers when a draft proposal is moved to awaiting acceptance. Does not work with Classic proposals.
Try ItProposal Saved as Draft
Triggers when a proposal is moved to draft state. Does not work with Classic proposals.
Try It
Proposal Archived
Triggers when a proposal is archived. Does not work with Classic proposals.
Try ItProposal Marked as Lost
Triggers when a proposal is marked as lost. Does not work with Classic proposals.
Try ItProposal Revoked
Triggers when a proposal is revoked. Does not work with Classic proposals.
Try ItClassic Proposal State Changed
Triggers when a proposal's state changes. Only works with Classic proposals
Try It
