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 Private Preview and available for specific accounts. It is subject to change. If you want to enable this feature for your account, join the waitlist here.
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.
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.