Microsoft Excel + Ignition
Log lost proposals in Microsoft Excel by creating a new row each time a proposal is marked as lost in Ignition
When a proposal is flagged as lost in Ignition, this workflow instantly adds a new row to your specified Microsoft Excel spreadsheet. It helps you streamline your data management by consistently updating your records without manual input. This way, you can keep a detailed tally of unsuccessful proposals and focus on refining strategies for future success.
When a proposal is flagged as lost in Ignition, this workflow instantly adds a new row to your specified Microsoft Excel spreadsheet. It helps you streamline your data management by consistently updating your records without manual input. This way, you can keep a detailed tally of unsuccessful proposals and focus on refining strategies for future success.
- When this happens...Proposal Marked as Lost
Triggers when a proposal is marked as lost. Does not work with Classic proposals.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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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.
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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.
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