➡️ Deal Stage → Owner-Based Notification

• Trigger: Deal stage changes to “Qualified”
• Conditions: Assigned to specific owner(s) 
• Action: Send email notification to desired user.
• Purpose: Ensure the right stakeholder is notified when a deal becomes finalized

🗒️ New Deal → Create Follow-Up Task

• Trigger: New deal is created
• Conditions: Deal source = “Inbound” OR deal value > $10,000
• Action: Create a task: “Follow up with lead via phone within 24 hours”
• Purpose: Ensure timely engagement with high-value or inbound prospects

📤 Data Export Notification

• Trigger: User exports data from the CRM
  
• Action: Send a notification to the user's manager with details of the export
• Purpose: Maintain oversight of data exports for security and compliance

🆕 New Person Added → Apply To-Do Template

• Trigger: New person record is created
  
• Action: Apply a predefined to-do template that includes tasks like "Send welcome email," "Schedule introductory call," etc.
  Here is more information on how to create a to-do template.
  
• Purpose: Standardize the onboarding process for new contacts

⏳ No Activity in 10 Days → Nudge the Deal Owner

• Trigger: No activity logged in 10 days
• Conditions: Deal stage ≠ “Won” or “Lost”
• Action: Create a task: “Re-engage with prospect”
• Purpose: Keep momentum going and prevent stalled deals