BrightManager + Ignition
Archive clients within BrightManager when proposals are newly-lost in Ignition
With this integration in place, when a proposal is lost within Ignition, the client will be automatically archived and marked as no longer a client within BrightManager. The client will no longer appear in your client or prospect list, while you skip the tedious hassle of manual updates..
With this integration in place, when a proposal is lost within Ignition, the client will be automatically archived and marked as no longer a client within BrightManager. The client will no longer appear in your client or prospect list, while you skip the tedious hassle of manual updates..
- When this happens...Proposal Marked as Lost
Triggers when a proposal is marked as lost. Does not work with Classic proposals.
- automatically do this...Client Search
Find a client by company name
- then do this!No Longer a Client
Marks a Client as NLAC.
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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
