Workflow Trigger: Stale Opportunities

What the Stale Opportunities Trigger Does

The Stale Opportunities workflow trigger adds a contact to a workflow when an associated opportunity remains in an open status for a specified number of days. It’s designed to help you spot stalled deals, re-engage prospects, and keep opportunities from falling through the cracks.

Once the opportunity meets your duration requirements (and any filters you set), BizStackPro automatically starts the workflow so your follow-ups, notifications, and pipeline updates run without manual tracking.

Prerequisites

Before using this trigger, confirm your account is set up for opportunity tracking:

• Opportunities are enabled in your account.
• Pipelines and stages are created and configured.

Why Use Stale Opportunities?

• Detect stalled deals: Identify opportunities that haven’t progressed.
• Automate follow-up: Send reminders or tasks when the clock runs out.
• Improve visibility: Notify reps or managers before deals go cold.
• Reduce manual work: Stop checking pipelines by hand.
• Target precisely: Use pipeline, stage, tags, and custom field filters.

How to Set Up the Stale Opportunities Trigger

1. Create or open a workflow
   • Go to Automation → Workflows.
   • Create a new workflow or edit an existing one.
2. Add the trigger
   • Add a new workflow trigger.
   • Select Stale Opportunities from the trigger list.
   • (Optional) Rename the trigger for internal clarity (display-only).
3. Set the required Duration in Days

   Duration in Days is required. It defines how long an opportunity can remain open before BizStackPro considers it stale.

   How duration behavior works

   • Non-retroactive: Publishing the workflow does not trigger on already-stale opportunities.
   • If duration is 30 days and an opportunity is already open for 33 days, it will not trigger.
   • If an opportunity has been open for 28 days, it will trigger in 2 days (when it reaches 30).

   Repeat behavior: The trigger can fire again at multiples of your duration (for example, 30, 60, 90 days) unless the opportunity status changes.

   Repeat prevention tip: After your follow-up runs, move the opportunity out of open (for example, set to abandoned, review, or update to a different status/stage) so it no longer qualifies.

4. Add optional filters

   Filters help you focus on the exact pipelines, stages, and contacts you want.

   • In Pipeline: Limit triggering to selected pipelines.
   • Pipeline Stage: Narrow to specific stages.
   • Lost Reason: Target specific loss scenarios for tailored follow-ups.
   • Has Tag / Doesn’t Have Tag: Include or exclude by tags.
   • Custom Fields: Filter using contact data.

   Save the trigger after configuring your filters.

5. Add actions, then publish and test
   • Add actions like internal notifications, tasks, emails, SMS, and pipeline updates.
   • Save the workflow and publish it.
   • Use testing tools (when available) to confirm your filters and timing.

Example: Notify Sales When a Deal Becomes Stale

To prevent repeat triggers, add an action that moves the opportunity out of open (or updates its status) after the reminder is sent.

Common Use Cases

• Re-engage deals stalled in negotiation stages.
• Notify managers of neglected opportunities.
• Create tasks for reps to follow up after a set number of days.
• Move stale opportunities into review or abandoned stages automatically.