Overview
Plays are prebuilt workflows that automatically create opportunities. Enabling plays ensures every potential deal is captured and funneled directly into your sales pipeline, so no revenue opportunity is missed.
Who uses this feature
Administrators, managers, sales managers, and customer service representatives (CSRs)
Primarily benefits Commercial Service and Replacement business types
Applies to all trades
Feature configuration
This feature is currently in Early Access and available for specific accounts. It is subject to change. If you want to enable this feature for your account, reach out to your Customer Success Manager (CSM).
Things to know
Some plays are default active, while others can be enabled or disabled based on your business needs.
Use Run on the play to bring over historical records that existed before a play was enabled. This includes past findings, inactive service agreements, or unsold estimates as CRM opportunities.
This does not apply to the Site Visits play. Enabling it does not create opportunities for jobs booked earlier.
Enable Plays
Some plays are default active, while others can be enabled or disabled based on your business needs.
Go to the navigation bar and click CRM > Plays. On the Plays screen, you'll see cards with the feature name, description, date, and time of the last run.
Click the toggle to enable the play.
The status changes to Active, and you'll start receiving opportunities from that workflow.
Plays overview
Findings: When this play is active, it creates new opportunities for every new technician finding logged across your locations and equipment.
Service Agreements: This play creates new opportunities for every service agreement that is not yet active.
Note: This play cannot be disabled.
Unsold Estimates: This play creates new opportunities for every unsold estimate.
Note: This play cannot be disabled.
Site Visits: This play creates a new opportunity each time someone books a job of a job type you have mapped to the play. The opportunity is linked to that job and starts in the New stage.
Plays overview
Configure the Site Visits play
The Site Visits play is off by default with no job types mapped. Map at least one job type before you enable it, or booking a job has no effect.
Go to the navigation bar and click Settings > Plays.
On the Plays screen, find the Site Visits play card.
Select the job types that should create an opportunity when booked. You can select more than one.
Click the toggle to enable the play. The status changes to Active.
Only jobs booked after you enable the play create opportunities.