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With Nurturelabs CXP, you can edit the Deal Owner for multiple deals at once. Bulk editing the deal owner helps you be more efficient in managing your pipelines and provides ease when managing workflows. 

Take note

  • You can only edit deals visible on the Deals page. Meaning, you need to follow the steps below for each page of deals you want to edit
  • A warning notification will appear if deals are assigned to an account user who cannot view the selected deals due to pipeline permissions. This warning lists the pipelines in question and does not prevent you from performing the edit action

How to bulk edit a deal owner

  1. Click “Deals” on the left menu.
  2. Locate the deals you want to update using any one or combination of these methods:
    • Use the “Pipeline” dropdown to display deals per pipeline
    • Use the “Add a filter” button to filter deals by Deal Details or Custom Deal Fields
    • Use the “Deal Owners,” “Status,” or “Tags” dropdowns to filter your deals
    • Use the search bar to find a group of deals by field, pipeline, deal owner, status, or deal value
  3. Click the list view button. This button has three horizontal stripes:
    deals_list_view_button.jpg

      You can also filter deals by Deal Details, Owners, Status, Pipeline, and Stage or use the search bar to locate a group of deals on the List view page.

  4. Click the check box for each deal you want to edit. You can also select all deals on a page by clicking the check box next to “Deal Title.”
  5. A modal window will appear. Click the dropdown and select the user who will own the deals.
  6. Click the “Apply” button.
  7. A confirmation message will appear. Click the “Apply changes” button.

A notification message will appear and let you know that your change is processing. You can safely navigate away from the page

You can send one-to-one emails (personal emails) to any contact on a deal. You may want to send a one-to-one email to a contact to set up a meeting or schedule a follow-up call.

This article covers how to send a one-to-one email to a contact manually and with an automation.

Send one-to-one emails with an automation action

Available on Professional and Enterprise plans. 

You can use the “Send a 1:1 email” automation action to send outbound emails with your connected email account. This action also lets you send emails to prospective customers who have not opted in to your list.  With this action, you can also: 

  • Set a CC and/or BCC (use a comma to separate multiple email addresses)
  • Use contact, deal, and account personalization tags for the Subject Line and body of the email 
  • Use Bold, Italics, Underline, Hyperlinks, Bullets, and Numbered Lists in the body of the email

Take Note

  • Your sales team can use this action to nurture leads who have not opted in to your lists(s). We recommend that your Nurturelabs CXP plan has a contact limit to cover these leads once they opt-in to receive your emails
  • This action works with Deal triggers only. For all other triggers, contacts will skip this action
  • This action is located under both “CRM” and “Sending Options” in the automation builder
  • You need to connect your email account to the Deals CRM in order to use this action. 
  • If you previously connected your email account to the CRM, you’ll need to disconnect it then reconnect it in order to use this automation action
  • These emails are sent through your connected email account using your own email client. They are not sent through Nurturelabs CXP or our email servers
  • Sent emails will appear in the “Sent” email folder for your email client. We’ll also show these emails on Deal and Contact records 

How to send a one-to-one email with an automation action 

  1. From your Nurturelabs CXP account, click the “Automations” tab on the left menu.
  2. Create or select the automation you want to use with this action.
  3. The automation builder will load. Click either the CRM section or the Sending Options section on the right sidebar to expand it.
  4. Drag the “Send a 1:1 email” action to your automation.
  5. A modal window will appear. Click the “From Email” field drop-down menu.
  6. Next, click the “From Email” option you would like to use. You can choose from one of the connected email accounts, or you can choose %deal_owner_email%.

      If you choose %deal_owner_email%, then we’ll use the preferred email address you set. This preferred email address is configured on the Settings > Deal page in your Nurturelabs CXP account.

  7. Finish creating your email then click the “Save” button

Manually send a one-to-one contact on a deal 

This method will show you how to manually send a one-to-one email to a contact on a Deal.

1. Click “Deals” to navigate to the Deals page.

2. Locate the deal containing the contact you wish to send an email to. You can use the search field to locate this deal.

3. Click the deal name to open the Deal Details page.

4. Click the email address of the contact you wish to send an email to.

5. The email composer will open.

  • Type the subject line into the subject line field
  • Type the message into the message field

Note that the “From” email address cannot be changed.

email composer

6. Style and format your message (optional).

  • Use the bold, italics, and underline options to point out important information
  • Hyperlink text by using the link icon
  • Use the bullet options to create bulleted lists
style toolbar

7. Leverage saved responses in your emails (optional). To do so, click the Saved Response icon and click the saved response you wish to insert into your email.

Saved responses

8. Personalize the email to your contact (optional). Click the personalize option (lightning bolt) then click the attribute you wish to insert into your email. Note that you’ll need to scroll down to see all attributes in this box.

personalization attributes

Note that if any of the personalization tags appear in red, then the contact does not have a value for that field. If you try to send a personal email with a tag highlighted in red, you will be asked to add a value for that field before sending your message.

9. Add the contact to an automation (optional). You can add the contact to any active automation when the email is sent or when a reply to your message is received. To do so, click the “Automate this email” icon

Automate this email

A modal window will open. Click the automation dropdown and click the automation you wish to add the contact to. Then choose to add the contact to the email when you send the email or when they reply by clicking either optionClick the “Save” button when finished.

Add to an automation

10. When finished creating the email, click the “Send” button to send it to your contact.

 

You can utilize the full power of Nurturelabs CXP marketing automation features to automate and organize your Deals CRM pipeline.

In this article:

Create or update a deal with an automation

From within your automation, you can use the “Add a deal” action to create a deal for a contact after they complete a desired behavior, such as submitting a form, visiting a webpage, or achieving a goal.

Below is a list of actions you can take regarding your deal in an automation:

crm-automation-actions

When a deal score changes

You can trigger an automation to run when a contact reaches a specific deal score.

1. From the Automation Builder, Click the “Score changes” trigger and click the score you want the trigger to use.

2. Click the “Changes to be” dropdown fields to determine what the score should be in order to trigger the automation.

3. Click the “Runs” dropdown to select if the automation should run once or multiple times.

4. When finished, click the “Add Start” button.

crm-score-changes-trigger

When the deal is created

You can trigger an automation to run when a deal is added to a pipeline.

1. From the Automation Builder, click the “Enters a pipeline” trigger and click the pipeline name.

2. Click the “Runs” dropdown to select if the automation should run once or multiple times.

3. Click the “Add Start” button.

 crm-enters-pipeline-trigger

When the deal stage changes

You can trigger an automation to run when a deal moves from one stage to another stage in a pipeline.

1. From the Automation Builder, click the “Deal stage changes” trigger and click the pipeline name.

2. Click the “Contact moves from stage” dropdown and click the stage name.

3. Click the “To Stage” dropdown and click the stage name.

4. Click the “Runs” dropdown to select if the automation should run once or multiple times.

5. Click the “Add Start” button.

crm-deal-stage-changes-trigger

When the deal status changes (Open, Won, Lost)

You can trigger an automation to run when a deal is marked as Open, Won or Lost.

1. From the Automation Builder, click the “Deal status changes” trigger.

2. Click the “Deal status changes to” dropdown and click a status.  

3. Click the “Runs” dropdown to select if the automation should run once or multiple times.

crm-deal-status-changes-trigger

When a deal task is created or marked as complete

You can add a contact to an automation when an associated task is created or when it’s marked as complete.

When creating a task, you’ll have the option to trigger an automation by clicking “Show more options” in the create task modal.

Provide information about the task

This will expand the modal window to show more configuration options. From here you’ll be able to click “Trigger an automation.” Then you can click the automation dropdown to choose the automation you wish to trigger and choose if the automation should run when the task is created or when it’s marked as “Complete.”

Choose an automation trigger option

When a one-to-one email is sent or replied to

When sending a one-to-one email to a contact from a deal details page, you can choose to add the contact to an automation as soon as:

  • the email is sent
  • the contact replies to the email

Note that you’ll need to connect your email account to the Deals CRM in order to use this option.

1. From details page of a deal, click the email address of the contact you want to send an email to. Contacts will be listed on the right side the deal details screen.

2. The email composer will open. Type the subject line and message into the spaces provided.

3. Click the “Automate this email” icon.

4. A modal window will open. Click the “Select Automation” dropdown then click the automation you wish to trigger.

5. Click either radio button presented in the window. You can choose from “When I send the email” or “When they reply to the email.”

6. Click the “Save” button.

Dynamically adjust a deal score

You can dynamically update deal scores for contacts using the “Adjust a deal score” action in an automation. This means you can add or subtract points from a deal score each time a specific behavior occurs. 

crm-adjust-deal-score-action

Identify your customers’ experiences with sentiment analysis for deal emails.

With Nurturelabs CXP, you can use sentiment analysis to determine if an incoming deal email from a customer is positive, negative, or neutral.

In this article:

Take note

  • Any account user can turn sentiment analysis “On” or “Off” for their deal emails
  • In order for sentiment analysis to work for incoming emails:
    • Your email account must be connected to the CRM
    • The email has to come from a primary contact on an open deal
  • Sentiment analysis will only appear in your Nurturelabs CXP account

What is sentiment analysis?

Sentiment analysis uses machine learning to determine if a piece of writing is positive, negative, or neutral. With Nurturelabs CXP, you can leverage sentiment analysis to quickly understand the impact of your interactions with customers, trigger automations if a sentiment changes, and segment your contacts.

How sentiment analysis works

Sentiment analysis can be turned on for each email account you have connected to the CRM.

When you turn on sentiment analysis, deal emails for the connected email account moving forward will have a sentiment attached to them.

Sentiments can appear as positive (happy face), negative (sad face), neutral (neutral face), or mixed (surprise face).

Sentiments will also appear in the following areas of your account:

  • Deal page
    The deal page will show the primary contact’s most recent sentiment.
  • Contact profile page
    A sentiment will appear on the contact record page for the primary contact on a deal.
SENTIMENT Email Marketing - Contact View

The sentiment is determined in real-time. If you don’t agree with the sentiment we provided on a deal email, you will have the chance to let us know. Whenever you agree or disagree with a sentiment assignment, that data gets sent back to us and helps us to better analyze and assign sentiments.

How to turn on sentiment analysis

To turn sentiment analysis on for a connected email account:

1. Click “Settings” (gear icon) on the left menu.

2. Click “Deals” on the Settings menu.

3. Choose the email account you want to use with sentiment analysis.

4. Click the “Sentiment Analysis” dropdown and click the “Allow” option.

SENTIMENT Email Marketing

Turn off sentiment analysis

To turn off sentiment analysis, follow steps 1-4 above and click the “Do not allow” option instead.

Provide your feedback on a sentiment

You can let us know if you agree or disagree with any sentiment we’ve assigned to a deal email. This can be done from the primary contact’s record page or the deal record page. Agreeing or disagreeing with a sentiment informs our machine learning model so we can better analyze and assign sentiments to deal emails.

1. Locate the “Emails” section on a contact or deal record. This will be toward the bottom of the page.

2. Locate the sentiment you wish to update.

3. Click the sentiment.

4. A modal window will appear. If you agree with the rating, click the thumbs up image. If you disagree, click the thumbs down image.

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A deal score is one of two types of lead scores that you can create in your Nurturelabs CXP account. It is used to evaluate and prioritize the quality of your deals.

In this article:

What is a deal score?

A deal score is a numerical value that is assigned to your deals—the higher the score, the better the deal. A single score can be comprised of one or more rules that can award or subtract points from a deal if conditions are met. For example, you can have a deal score rule that assigns 10 points if a deal is in the “In Contact With stage” and another deal score rule that adds 10 points if the lead has a certain household income level. A deal that matches both of those rules would be awarded 20 points.

Scores are created on the Manage Scoring page and rules for your scores are created using any information available to you in the segment builder. In addition, these scores can be set to expire after a period of time. There is no limit to the number of scores you can create in your account.

Scores can run once per deal regardless of how many times it matches your rules. This is called Static Scoring. Scores can also run each time a deal matches your rules. This is called Dynamic Scoring and is accomplished with an automation that is set to run multiple times.

Uses for Deal Scoring

Deal scoring can be used to help your sales team focus on closing the highest value deals as well as see which deals have less of a chance of closing. You can use this feature to:

  • Profile leads as they move through your pipeline.
    You can give any lead who enters your pipeline a deal score of 100 points then set a rule to deduct points from that score if they are not progressing quickly enough through your stages. For instance, if you haven’t heard from a lead in over 14 days, you can deduct points for every two days that your lead has not progressed. The less points your deal has, the less chance your sales team has of closing it. This will allow your team to focus on other high-value deals.
  • Find high-value leads by summarizing lead scores.
    You can create a deal score that summarizes different lead scores in order to identify high value leads in your pipeline. For instance, you may want to create a deal score for a contact who is engaged with your communications, who lives in a certain geographical area, and who submitted an application on your site. You can create a deal score that summarizes that information for that lead.
  • Find high value leads based on actions.
    Let’s say that you have an automation and you know that you have a 75% chance of closing a deal with a lead if they enter that particular automation. You can create a deal score for any lead that enters that automation and notify your sales team.
  • Search for deals by deal score by using a filter.
    Searching deals by deal score will make it easy for your team to view high-value deals at a glance. To search for deals by deal score, go to Deals then click “Add Filter” then click “Deal Details.” Then click the name of the deal score to filter by.
  • Sort deals by score in a specific stage.
    Sorting deals by deal score in a stage allows you to view deals in that specific stage in either ascending or descending order. To sort deals by score in a specific stage, click the gear icon for the stage you wish to sort then click “Edit Stage.” Use the “Deal Sorting” dropdowns to sort your deals by deal score.

How to create a deal score

Static deal scores are created with rules under “Manage Scoring” on the contacts page. These will only be applied once to a deal, regardless of how many times a deal matches your rules. If you wish to add or subtract points each time a deal matches your rules, you will need to use an automation that is triggered to run multiple times and an “Adjust Score” action. 

To create a deal score:

  1. Click “Contacts” to navigate to the Contacts Overview page.
  2. Click “Manage Scoring.” 
  1. Click the “Add a Score” button.
  1. Click “Deal Score.”
  1. Click “Add New Rule.”
  1. Use the segment builder to create your rule. You can give your rule a title and short description on this page.
  2. When finished creating your rule, click on “Active” at the top right and then click “Save.”

How to add or subtract repeating point values (dynamic scoring)

Dynamic deal scores are created with automations that are set to run multiple times. Creating a dynamic deal score will allow you to add or subtract points each time a specific behavior occurs. You can also set a deal score to a specific value, or reset the score to 0. You will want to make sure that you already have a deal score rule set up in order to create this automation.

In the following scenario, we will create a rule that will add 5 points to a deal score every time a lead replies to a personal email. A personal email is an email sent from the contact’s profile page, deal page, or from your connected gmail account. Note that you will need to connect your email account to Deals to use this option.

  1. Click “Automations” in the left-side menu.
  2. Click “New Automation.”
  3. Click “Start from scratch” then click “Continue.”
  4. A modal window will appear with a variety of triggering conditions to start this automation. Click the “Replies to an email” trigger then click “Continue.”
  5. An Action Options modal will open. Click the “When a contact replies to a personal email” option.
  6. Next, change the “Runs” setting to “Multiple Times” by clicking the “Runs” dropdown and selecting “Multiple Times.” This is an important setting because it is what allows the automation to distribute points over and over each time a campaign is opened.

    Click “Add Start.”
  1. The “Add new action”modal will appear. Here you can add an action that will adjust the score. Click “CRM” then click “Adjust score.”
  1. In the modal pop up, use the dropdowns to select the score you wish to adjust, if you want to add, reduce, or set a specific value to a deal score when lead encounters this step in your automation. Next, type the number of points.

    Use the “Expires” setting to define when the points should drop off the score.

    In the next dropdown, select which deal will be affected and select a pipeline.

    Click “Save.”
  1. Type the name of the automation into the field provided and click “Active” to turn the automation on.

Additional examples of triggers you can use to adjust a deal score:

  • You can add points when a lead enters a pipeline using the “Enters a pipeline” trigger.
  • You can add or subtract points when a deal stage changes using the “Deal stage changes” trigger.
  • You can add points if a lead replies to an email using the “Replies to an email” trigger.
  • You can add points if a lead completes an event through the “Event is recorded” trigger.

Beginning automations based on deal scores

You might want to trigger automations  when a lead reaches a certain deal score. For instance, you could create an automation that will send out a notification to your sales team to follow up with a lead once their deal reaches that score.

  1. From the Automations overview page, click “New Automation.”
  2. Click the “Start from Scratch” option, then click “Continue.”
  3. Click the “Score Changes” trigger, then click “Continue.”
  4. Using the dropdowns, select which score should trigger the automation and set whether the automation should run once or multiple times. Then click “Add start.”

You can use the “Export” button to export your deals into a CSV file. Doing so lets you extract and manipulate deal data outside of your Nurturelabs CXP account. 

Note that you’ll need permission to export deals.

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Export all your deals

You can export all deals you have access to in your account, regardless of pipeline or deal status. Each export will have a link where you can download the results. This is located on the Import/Export Status page in your account. These links will expire after 30 days.

1. Click “Deals” in the left menu.

2. Click the hamburger icon on the right side of the screen.

1517849522813 Email Marketing Test 2 - Deals

3. Use the filters at the top to widen or narrow the range of deals to export. To export deals across all pipelines and statuses:

  • Click the “Status” dropdown and click the “All” option
  • Click the “Pipeline” dropdown and click the “All Pipelines” option

4. Click the gear icon on the top left of the page.

5. Click the “Export” button.

The export will download into a CSV file right away. You can navigate away from the page or close the window. Once the export is complete, you can download the results. The results are located on the Import/Export Status page in your Nurturelabs CXP account.

Export deals by pipeline

You can export deals into a CSV file by pipeline. Each export will have a link where you can download the results. This is located on the Import/Export Status page in your account. These links will expire after 30 days.

1. Click “Deals” in the left menu.

2. Click the pipeline dropdown then click the pipeline you want to export deals from.

Click pipeline dropdown

Filter your deals then export the results

Use the dropdown fields at the top of your pipeline to filter deals by deal details, custom deal fields, deal owner, deal status, and contact tags then export those results.

3. Click the gear icon located next to the pipeline dropdown then click “Export.”

Click the export option

The export will download into a CSV file right away. You can navigate away from the page or close the window. Once the export is complete, you can download the results. The results are located on the Import/Export Status page in your Nurturelabs CXP account.

Download a deal export from the Import/Export Status page

Once you run an export, you can access the download link on the Import/Export status page in your Nurturelabs CXP account. These links expire 30 days after you run the export.

1. Click “Settings” (gear icon) in the left menu.

2. The left menu will expand. Click “Import/Export” status.

3. The Import/Export status page will load. Click the “Export” tab.

4. Click the “Download” link for the deal export you wish to download.

The CSV file will contain all custom deal fields and the following standard deal fields:

  • Deal ID
  • Title
  • Description
  • Value
  • Currency
  • Status
  • Owner Name
  • Owner Email
  • Owner Username
  • Owner ID
  • Pipeline
  • Pipeline ID
  • Stage
  • Stage ID
  • Primary contact first name
  • Primary contact last name
  • Primary contact name
  • Primary contact email
  • Primary contact ID
  • Secondary contact: email, name ID
  • Account name
  • Account ID
  • Deal created date/time 
  • Deal last updated date/time
  • Next action date (next upcoming deal task)
  • Forecasted close date

View deal export history

The Import/Export Status page will list all imports and exports for your deals. Note that you need permission to export deals to view deal export information on this page.

1. Click “Settings” (gear icon) in the left menu.

2. The left menu will expand. Click “Import/Export” status.

3. The Import/Export status page will load. Click the “Export” tab.

The Export Status page will display the following information for each deal export:

  • Export day, date, and time
  • Account user who initiated the export
  • Type of export (Deal or Account)
  • Number of records in the export
  • Expiration date of the export (export download links expire after 30 days)
  • Export status
  • Export download link

Advanced: How to export deals using the API

You can export Deals by using the “List all deals” API call. This API call will fetch Deal information and send it to an interface that you create and maintain. The API endpoints will return a collection of items. The collection of items are paginated and will display 20 per page by default, however, you can manually set it to 100 per page (the maximum). If you have more than 100 deals that you wish to export via API, you will need to make multiple API requests. 

This is an advanced feature and requires knowledge of working with APIs.

The Calendar Feed feature allows you to sync your Nurturelabs CXP tasks with Google Calendar, Apple Calendar, Microsoft Outlook, or any calendar client that supports subscription calendars.

In this article, we will discuss:

How to create a calendar feed

Calendar feeds can be configured to show:

  • Tasks attached to deals
  • Tasks attached to contacts
  • Tasks attached to deals and tasks attached to contacts
  • Tasks for task owners (Visible to account admins only)

In this section, we’ll show you how to create a calendar feed that you can then add to your calendar.

1. Click “Settings” located in the left side menu.

2. Click “Calendar” located in the left side sub-navigation menu.

3. Click the “Add Calendar” button.

4. The “Add Calendar” modal will appear. Type the name of the calendar into the field provided.

5. Click the “Tasks” dropdown to select the type of tasks you wish to sync to your calendar. You can select from the following:

  • All: Will sync tasks associated with Deals and Contacts
  • Deals: Will sync tasks associated with Deals only
  • Contacts: Will sync tasks associated with Contacts only

In this example, we’ll select the “All” option.

6. Select the pipeline(s) that you want to see tasks for. You can select one, several, or all pipelines by clicking the appropriate checkboxes.

Note: This option will only appear if you select the “Deal” type of task or “All” tasks.

7. If you are an account admin, you will see a “Task Owners” section. Your own name will automatically be selected and will be grayed out. This means that this calendar feed will include your tasks. This cannot be changed. In addition, you can check the box next to each name you wish to display tasks for. These tasks will be displayed in your calendar in addition to your own tasks.

Note: If you are not an account admin, you will not see the “Tasks Owners” section.

8. Check the “Include Alerts” box if you want task alerts to be sent to you. Any alerts you have created for your tasks will be created as calendar alerts in your calendar client.

9. Click the “Add” button.

The calendar feed URL will be listed on the Calendar page in your account:

How to add a calendar feed to your calendar client

Once you have created a calendar feed, you can then add it to any calendar client that supports subscription calendars.

1. From the Calendar page in your account, copy the calendar URL:

2. Paste the calendar URL into your calendar client.

Note: In this example, we will add the calendar URL to a Google Calendar:

Account admins: Once you have added the Calendar URL to your calendar client, all tasks not marked as complete will display in your calendar.

All other account users: If you are not an account admin, then you will only see tasks assigned to you that are not marked as complete.

See these help articles for more information on adding a calendar feed to any one of these calendar clients:

If you are using a different calendar than what is listed above, you will need to consult with your calendar app to see if it supports subscription calendars. In addition, each calendar client will have different instructions for adding calendar URLs.

Things to note:

  • Any changes made to tasks within your Nurturelabs CXP account will automatically be reflected in your calendar.
  • Any changes or deletion of tasks within your calendar will not be reflected in your Nurturelabs CXP account.
  • Your calendar client is responsible for the frequency of updates. Any changes made may not show right away. 

How to edit a calendar feed

The following properties in your calendar feed can be edited at any time:

  • Calendar name
  • Task type
  • Pipelines (Visible if “All” or “Deals” task type is selected)
  • Task owners (Visible to account admins only)
  • Enable/disable task alert

To edit any of these properties:

1. From the Calendar page in your Nurturelabs CXP account, click “Edit” for the feed you wish to modify.

2. The “Edit Calendar” modal will appear. Make your desired changes.

3. Click the “Save” button.

Any changes you make will be reflected in your calendar. You do not need to re-add your calendar URL to your calendar client.

A Deal Role is a role you assign to contacts associated with a deal. Your account comes with two roles: Contributor and Decision Maker. However, you can create additional roles for contacts or remove any role from your account. You may want to leverage roles so you and your team can quickly see who to reach out to regarding a deal and who your decision-makers are. You can also use roles to segment your contacts

Roles can only be assigned to contacts and seen from the Deal Details page. Roles cannot be assigned to contacts from their contact profile page, nor can you view a contact’s role from their profile page. 

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Add a role to a contact

Once a deal is created, you can apply a role to any contact associated with it.

1. Click “Deals” to navigate to the Deals page.

2. Click the pipeline dropdown then click the pipeline containing the deal you wish to work with.

pipeline dropdown

Note that you can also search for the deal by typing the deal title, email, phone, or account name into the search field.

Deal search field

3. Locate the deal you wish to update then click it to open it.

Contact with no role

4. Hover your mouse over the contact you wish to apply a role to.

5. Click the pencil icon that appears.

Click the pencil icon

6. A modal window will appear. Click the “Role” dropdown and click the role you wish to apply to the contact.

Note that you can use the search field presented in the dropdown to search for a role.

Select a role

7. Click the “Save” button.

The role will be applied to the contact on the deal. As a reminder, the role will not be displayed on the contact’s profile page.

Manage deal roles

You can create additional roles for contacts associated with your deals. You can also delete default roles that we provide.

Create a new Deal Role

1. Click “Settings” (gear icon) in the left menu.

2. Click the “Deals” option.

3. Click the “Add a new deal role” button located in the Deal Roles box.

Click the Add a new deal role button

4. A new line will be added to the Deal Roles box. Type the name of the new role into the space provided.

Type the role into the field

The new Deal Role will be added to your account. You will be able to apply it to any contacts associated with a deal.

Delete a Deal Role

You can delete Deal Roles from your account if you don’t use them or if they don’t make sense for your business. When you delete a role from your account, it will be removed from any contacts who had that role applied to them.

1. Click “Settings” (gear icon) in the left menu.

2. Click the “Deals” option.

3. Click the X next to the role you wish to delete.

Click the X

4. A “Delete a deal role” modal will appear. This modal will ask you if you wish to assign a different role to contacts who have been assigned the role you’re about to delete. To assign a different role, click the dropdown in the modal and click the role you wish to assign.

If you don’t want to apply a role to affected contacts, you can click “None.”

5. When finished, click the “OK” button.

The role will be removed from your Nurturelabs CXP account.

Each deal you create will have a primary contact assigned to it. The primary contact on a deal is the main individual you communicate with on an opportunity in your pipeline. If you would like a different primary contact on a deal, you can change the primary contact on an existing deal at any time.

1. Click “Deals” to navigate to the Deals page.

2. Use the search field to locate the deal you wish to update. You can type the name of the deal, email address of the contact on a deal, phone number, or account name to search for the deal.

3. Click the deal to open the deal details page. The deal profile will appear. You can edit different fields separately or in bulk under the “General Details” section.

4. Click the dropdown menu next to the “Primary Contact” field.

5. Click the name of the individual you wish to make the primary contact for the deal.

 

LMINNING_Email_Marketing_2022-01-07_at_3.04.57_PM.jpg

6. Click the “Save” button when finished.

Win Probability is a percentage field on each deal that signifies how likely that deal is to be won. This allows you and your sales team to prioritize deals so you can focus your time and efforts on those that matter most to your business.

In this article, we’ll cover:

How Win Probability works

Each individual deal with an “Open” status will display the Win Probability percentage in the “Deal Info” box:

win-probability

Deals with a “Won” or “Lost” status will not have a Win Probability calculation in the “Win Probability” field. Instead, this field will say “Not yet calculated.”

This percentage is calculated from factors that correlate with deals marked as “Won” in a pipeline. Each set of factors is specific and unique to each pipeline; each pipeline will have its own set of factors. These factors can range anywhere from the number of tasks created, to whether or not a deal entered a specific stage in your pipeline, to a contact’s email domain.

In order for our system to accurately calculate the Win Probability value for an open deal, you must already have the following data requirements in place:

  • Have at least 100-150 deals in a pipeline marked as “Won” and some deals marked as “Lost”
  • Have a healthy distribution of Won and Lost deals

If you do not have 100-150 deals correctly marked as “Won” in a pipeline, you will see a “Not yet calculated” message instead of a percentage value for Win Probability.

In addition, updating several old deals to “Won” or “Lost” at once will not help calculate accurate Win Probability values. These values are based on when a deal was opened, and then when it was marked as either “Won” or “Lost.” Closing several past deals at once will create inaccurate Win Probability data.

If the Win Probability value for a deal is between 6% and 94%, we’ll display the exact value in the “Deal Info” box.

A Win Probability value that is less than or equal to 5% will be displayed as “Less than 5%.”

A Win Probability value that is greater than or equal to 95% will be displayed as “Greater than 95%.”

In addition, the more deals marked as “Won” or “Lost” in your pipeline, the more data we have to work with to accurately calculate the Win Probability value for each deal.

These values are calculated every six (6) hours, and immediately after you update a Win Probability setting.

Things to note: 

  • Deals marked as “Won” or “Lost” will no longer impact Win Probability calculations for that pipeline and will have a Win Probability value of “Not yet calculated.” 
  • Deals that are marked as “Won” or “Lost” and then re-opened will no longer inform Win Probability calculations for that pipeline. However, they can still display a Win Probability value.
  • Deals that are moved to a different pipeline renders that deal unusable from a data collection standpoint. You can move a deal to any pipeline you like, and it may display a Win Probability value based on the new pipeline’s criteria. However, this value may be inaccurate and the system will no longer learn anything from what happens inside this deal.
  • It is recommended to create a new deal instead of re-opening deals marked as “Won” or “Lost.” A closed deal that is re-opened can display a Win Probability value, however, it will no longer inform Win Probability calculations.

How to access Win Probability settings

Each pipeline in your account will have its own Win Probability configuration settings. By default, these settings will be turned on. You can make any minor adjustments to these settings as you see fit. However, it’s important to note that any changes you make to these settings will impact Win Probability calculations.

To access the Win Probability settings for your pipeline(s):

1. Click “Settings” (gear icon). 

2. A sub-navigation menu will open on the left side of the screen. Click the “Deals” option.

The “Win Probability” box will be displayed toward the bottom of the Settings > Deals page:

Each tab in this box is a pipeline in your account and they will have their own configuration settings. Again, these configuration options are used to calculate the Win Probability value for deals in individual pipelines.

Data Start Date: Win Probability Settings

The “Data Start Date” is the first configuration setting listed for each pipeline. This is the date we start collecting deal-specific data from your account

The information collected from that date forward is used to calculate Win Probability values for deals in that specific pipeline. Any deals data from before this date will not be used in these calculations.

The default value for this field is the date the pipeline was created. However, you can change this date by clicking into the date field, and selecting a new date in the calendar:

To reset the date to the date your pipeline was created, click “Reset to default.”

The calendar will only allow you to go back as early as the pipeline was created.

Note: After changing the Data Start Date, there may be up to a 30 minute delay before new calculations are made.

Sales Cycle Length: Win Probability Settings

The Sales Cycle length is the longest amount of time it takes for you and your team to mark deals as “Won” or “Lost.” We use this information to better understand your sales cycle, by pipeline, so we can best calculate accurate Win Probability values for your deals.

The default amount of time is set to 20 days. However, you can change this to any amount of time that better fits your sales cycle. 

To update the amount of time, type in a new number, and select Days, Weeks, Months, or Years from the dropdown:

If you’re not sure what to put here, consult with your sales team and give an honest estimate for the longest amount of time it takes to mark a deal as “Won” or “Lost.” 

You may lose valuable data if the Sales Cycle Length is too short.

Open deals that last longer than the sales cycle value will be considered “Lost” when used in Win Probability calculations, even if they aren’t marked as “Lost” in the CRM.

These deals will NOT be marked as “Lost” by this feature.

Note: After updating the Sales Cycle length, there may be a 30-minute delay before new calculations are made.

Win Probability Factors: Win Probability Settings

The Win Probability Factors is a curated list of items used to calculate Win Probability for deals in a specific pipeline. While there are over 100 factors used to calculate this percentage, only 20 of the most relevant ones are shown—these are the factors that affect Win Probability calculations the most. 

Note: Win Probability Factors may vary from pipeline to pipeline. In addition, these factors may change over time as the feature learns more about your sales processes. 

By default, these factors are turned “On.” However, if you know that the factor is not relevant to your business, you can easily turn it “Off.”  To do so, click the “On” toggle to change it to “Off.”

Note: Once a factor is turned off, it will not be used to calculate the Win Probability for deals in that pipeline. In addition, there may be up to an hour delay before that condition is used in calculations.

Create segments using Win Probability values

Win Probability can be used in segment conditions. You can use this to locate deals that have a specific Win Probability value, or whose Win Probability falls within a specific range.

From the segment builder, go to Deal Details > Has deal with Win Probability, and use the dropdowns to define your desired segment.

You can segment by the following operators:

  • Is
  • Is not
  • Greater than
  • Greater than or equal to
  • Less than
  • Less than or equal to

This allows you to create targeted segments based on very specific parameters of Win Probability.

Enabling task outcomes lets you quickly complete tasks, while giving you the data and the insight to learn from each customer interaction. Quickly scan activity history and identify important activities without needing to scan through each note, and run reports to identify trends, wins, and opportunities for improvement.

This article provides an overview of the Task Outcomes feature.

In this article:

What is a Task Outcome?

A Task Outcome is a list of possible results from an interaction with a prospect or a customer. Outcomes are used to quickly resolve tasks, and to identify what’s working and where there is opportunity for improvement in your engagement with your prospects or customers.

You can use Task Outcomes to select the outcome for a task. For example, you can set a task to call someone and the outcome is that they want to buy your product. Here’s what this will look like:

How to set up and use Task Outcomes

Click each section below to learn specific process steps.

  1. Login to your Nurturelabs CXP account.
  2. Click on Settings.
  3. Click on Tasks.
  4. Flip the toggle for Task Outcomes to the “On” setting.
  1. Click on Settings, then click on Tasks.
  2. Click on Manage Outcomes.
  3. Create an Outcome and assign a Label. This is what the team will see when they complete their tasks.
  4. Select the sentiment for the Task Outcome between Positive, Negative, and Neutral. This will display in reporting. The sentiment field will default to Neutral.

5. Click “Save.”

To assign an Outcome to a Task Type, choose an outcome from the dropdown below the task type. You can assign multiple Outcomes to a Task, but there is a cap to the amount of Outcomes you can assign.

Here are a few things to note about assigning an Outcome to a Task:

  • Each Task Type must have at least one Outcome
  • Each Task Type may not have more than 20 outcomes
  • Outcomes can be used across multiple Task Types. As an example, if you create a “Meeting Scheduled” Outcome, you could make it available for your Call Task Type and your Lunch Task Type
  • After Task Outcomes are added to Task Types, the page needs to be saved. This will actually enable task outcomes in the account.

In order to complete a task, an Outcome will be required. Requiring an Outcome allows you to learn what happens in each interaction with your prospects or customers. Identify what is working, and where there is opportunity for improvement.

  1. Confirm that Task Outcomes are enabled in your Settings.
  2. Go to a Deal Record, find an existing task, or create a new task.
  3. Click the Checkmark to complete the task.
  4. Choose an Outcome for the Task.
  5. Add notes for reference (this is optional).
  6. Click on “Mark Complete” to complete the task.

You can filter deals in a pipeline by deal details, custom deal fields, deal owner, deal status, and contact tags. Using these filters allow you to quickly see which deals meet the criteria you set. In addition to the filtering options, you can search for specific deals within a single pipeline or all pipelines by using the search field.

In this article:

How to filter deals

The Deals page has a pipeline drop-down that you can use to view deals by any pipeline in your account. Click this drop-down and select the pipeline you wish to view. 

You will see different filtering options located under the pipeline drop-down:

You can choose between any of these options to filter your deals or use them in conjunction with one another. 

The filtering options include:

  • Add filter
    Filter deals by Deal Details. This includes Deal Title, Deal Description, Deal Value, Win Probability, Created Date, Last Updated Date, Next task, and any deal score you create. You can also filter deals by any custom deal fields you created.
  • Deal Owner
    Account user who is assigned to the deal.
  • Status
    Status of the deal. Can either be Open, Won, or Lost.
  • Tags
    Any tags applied to contacts who have a deal.

To filter deals in the selected pipeline, click any of the drop-downs then select the value to filter deals by. Note that if you’re using more than one filter, they’ll be treated as an “AND.” This means that only deals that meet all filtering options will be displayed. In addition, each filter option selected from either Deal Details or Custom Deal Fields will be displayed in a chip:

Once you’ve selected your filters, we’ll automatically display all deals that match your criteria.

How to search for deals

The search field on the Deals page lets you search for deals within the selected pipeline or all pipelines.

To search for deals by the selected pipeline, click the “Search Pipeline” field and begin typing your search term. As you type, we’ll display deals within the selected pipeline that contain your search term.

To search for deals within all pipelines, click the “Search Pipeline” field, type your search term, and click “Search all pipelines.”

The page will reload and display your results.

On the left side of the screen, you’ll see filters where you can further refine your search. All deals that contain your criteria will be listed on the right.

You can send automated notifications to deal owners as soon as contacts complete a desired behavior or when a deal is added or updated in a pipeline.


To set this up, follow the steps below:

1. Click “Automations” to navigate to the Automations Overview page.

2. Click “Edit” for the automation you wish to work with.  

3. Click “Sending Options” in the right menu.

4. Click the “Send a notification email” option.

send notification email

3. Drag the notification action to your desired spot in your automation.

4. Click the person icon in the next to the “Send to” field and click the “Deal Owner: Email address” option.

Click the personalize option

5. Click the “Save” button.

Click save

The following personalization tag will be added to the “Send to” field: %DEAL_OWNER_EMAIL%

Personalized send to field

6. Complete the remainder of the notification email fields.  

7. Click the “Add” button when finished.