Refresh deal page (activity)

What this solution does

Sales departments often follow the HUNTER->FARMER model: deals move through one pipeline during the prospecting phase and through another during the sales negotiation phase. Changing the deal direction becomes necessary when a need is identified or a technical specification is received from the client. After this change, a colleague with relevant expertise may take over the deal, or the current manager continues working on it but requires different business processes available in the new pipeline.

Bitrix24 allows changing the deal direction, but standard activities do not include an action that automatically refreshes the deal page upon such a change. The "Refresh Deal Page" module addresses this issue. When combined with properly configured robots, it ensures the necessary page reload.

The video tutorial demonstrates an example of using the "Refresh Deal Page" action. The portal is configured with three business processes:

The module manages tasks and deal transfers between the 'Database Warm-up' and 'Equipment Sales' deal directions. Tasks are generated for each stage of the 'Database Warm-up' direction. On the final stage, the user uploads files containing identified needs, specifies the expected delivery date for equipment or services, and clicks the 'Submit' button in the task card. In the 'Equipment Sales' direction, tasks are created for every deal stage.

The deal transfer functionality includes two actions: 'Update Deal Page' and 'Modify Document'. The 'Modify Document' action contains two fields: 'Deal Stage' (where the target stage from the 'Equipment Sales' direction is selected for transferring the deal from 'Database Warm-up') and a custom field of type 'Yes/No'. If the value is 'Yes', a robot starts to create a task on the new stage.

Two robots operate within deals. The first robot triggers automatically when a deal enters the first stage of the 'Equipment Sales' direction and initiates the 'Deal Transfer' business process.

2. The robot checks the value of the custom field 'Start robot?'. If the value is 'Yes' and the deal moves to the second stage of the 'Equipment Sales' direction, a business process is launched to create a task for the current deal stage.

Attention! This action is intended solely for updating the deal page when the sales funnel direction changes. It will not function with other entity types.

General iT can install “Refresh deal page (activity)”, configure its settings and verify its operation in the existing project.