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When do Workflows run?

A deal will be run against all Workflows:

  1. Once it has been submitted for approval
  2. After any material changes are saved once a deal has been submitted for approval once. ‍

Submit for Approval​

‍ A deal enters the approval process once it is submitted for approval using the Submit for Approval button. ‍

Submit-Time Validation

Before a deal proceeds through the approval process, RevOps may check the deal for submission issues. If required fields or validation messages need attention, they appear in the Analyze Deal for Errors drawer. Resolve the listed items, then submit the deal for approval again.

You can find this button in Deal Overview, in the upper right corner of the middle section.

Material Changes​

‍ Material changes are what RevOps considers an “actual” change on a deal, such that the deal needs to be be re-reviewed for approval by its stakeholders. These changes include:

  1. Changes to Term values, descriptions, properties
  2. Changes to SKU pricing, descriptions, properties
  3. Changes to pricing tables

These changes do not include:

  1. Changes to Lead Contact information
  2. Changes to Signer assignment or information
  3. Changes to Address Information
  4. Addition of Deal Contacts

If a material change is made while saving a previously submitted deal as a draft, the deal will be moved into draft status. ‍

Evaluation​

The following chart represents the workflow evaluation process.