Inactive Line Item Workflow

Key Topics:

• Internal Email Notifications
• How it Works
• Why is this Important?

Internal Email Notifications:

• Navigate to Settings in the Top right corner of the HubSpot browser
  
  
• Once in Settings, Select Notifications on the left hand side
• When you select this you will automatically be on the Email tab, as seen below
  
  
• Scroll to the bottom of the Email Page and Expand the Workflow Section 
• The Top Option is the only one that needs to be selected
• Select "Custom Notification from Workflows Tool" as seen below 
  
  

How it Works:

• A Deal Enrolls into this Workflow when an Inactive Line Item is added
• The Workflow will Check:
  • If the Deal is one of Opportunity/Project Discussion or Quote Provided Deal Stages
  • If the Deal is in the Order Processing Pipeline

If Deal is Opportunity/Project Discussion or Quote Provided Stage:

• An Internal email will be sent to the Deal Owner notifying them of the Inactive Line Item and to Please make Necessary Changes
• See Below for Email Content

If Deal is in the Order Processing Pipeline:

• The Operations Team will Receive an informative Internal Email Notification and that the Sales Rep will be Notified of this (See Example of Content Below) 

• The Deal will then move to the Sync Failure Deal Stage in the Order Processing Pipeline
• A 1 Minute Delay will Occur 
• An Internal Email will then be sent to the Sales Rep to notify them of the Inactive Line Item (See Email Content Below) 
  
• There will then be a 5 Minute Delay
• If the Deal Remains in the Sync Failure Deal Stage a Task will be created and assigned to the Deal Owner to make necessary updates
• See Task Content Below:
  
• If the Deal No Longer Contains Inactive Line Items the Deal will be moved back to Pending Processing

Why is this Important?