Re-activate lost Opportunity

Sorry, you’ve lost a potential sale. Maybe there’s still time to revive the Opportunity with a sweet offer

Preparation:

INBOX25 fully connected with CRM (Time - 15 minutes)
Data modules (Users, Opportunities, Calls and Primary CRM modules data is stored in i.e Contacts, Accounts) synced with INBOX25 (Time >30 minutes)
One (1) Email Template (Time 30 minutes)
Enable option under Connectors to check Opportunities against specific Contacts only
Ensure Opportunities are correctly associated to desired Contact/s

Automated Workflow Steps:

Give your workflow a unique name (i.e Opportunity Closed Lost -> One Last Try) and ensure you're targeting the appropriate CRM module (Contacts or Accounts)
For the Automated Condition # 1- Choose Opportunities, your intended field (for example, Sales Stage) and make the operator ‘Equals’-->select your closed lost stage. -
Define your wait connector, or how long you'd like to wait to then deploy a time sensitive communication (i.e 15 days)
Setup an automated action, to send an Email. It’s best to be personalized and putting your best foot forward
Setup an additional action, generating a CRM call, 2 days later to follow up with your email
Test your workflow on a sample record for final validation
Voila, launch!