Clientell AI

Build an Approval Process

Use Cases:

    Automation(Flows)

    Prompt

    Create an approval process for Opportunities over $50,000 that requires the record owner's manager to approve before moving to Closed Won.

    Related use cases

    Multi-step

    Auto-Create Renewal Opportunities

    Generate next-year renewals on every Closed Won.

    “Create a flow that generates a renewal opportunity in the same account whenever an opportunity moves to Closed Won, with close date set to 1 year from today and the same owner as the original opportunity.”

    Record-Triggered FlowOpportunity
    Stage = Closed Won
    Trigger
    +
    Create Renewal Opp
    Create Records
    +
    Close +1yr, Same Owner
    Assignment
    After Save · Same Account

    Block Backward Stage Changes

    Stop reps from moving opps backward — except admins.

    “Create a validation rule on Opportunity to prevent Stage from moving backwards (e.g., from Proposal back to Qualification) except for System Administrators.”

    Validation RuleOpportunity
    Qual
    Proposal
    Nego
    Closed
    System Admins exempt
    Prevents backward stage movement

    Set Up an Email Alert

    Create an alert that fires on any Salesforce event.

    “Create an email alert that notifies the Opportunity owner when a deal moves to 'Negotiation' stage.”

    Email AlertOpportunity
    When
    Stage = Negotiation
    Deal moved to Negotiation
    To: Opportunity Owner
    Subject: Your deal is in Negotiation
    Fires on stage change