Overview:
Marking a job as completed in the pipeline triggers post-job automations, such as review requests and seasonal marketing tags.
1. Job Completed Automation:
Move to Job Completed: Once the job is done and billed, drag the opportunity to Job Completed.
Automatic Actions:
Updates opportunity to won.
Adds a job completed tag for future marketing.
Removes from other workflows.
Sends a review request after 1 hour.
2. Additional Integrations:
Use Zapier for further automation (e.g., mailers via SendJim).