Keeping track of changes in your business opportunities can get tricky when every little update triggers notifications or actions. Now, with improved event-based triggers, you have more control to focus only on the important changes that really matter to your business.

📌 Why This Matters

Imagine you want to track when a sales opportunity in your business is assigned to a new team member, but not receive alerts every time someone adds a note or updates a tag. Previously, the system would alert you on any update, creating noise and distractions. With these new event-based triggers, you only get notified when the “Assigned To” field changes specifically to a new person. This means fewer false alarms and more focus on the updates that impact your sales process.

✨ What’s New

• Has Changed Operator: Trigger actions only when a particular field actually changes value.
• Has Changed To Operator: Trigger workflows specifically when a field changes to a certain value, like a new assigned user.

🛠️ How to Use It

1. Step 1: Open your opportunity tracking settings and locate the trigger options for changes.
2. Step 2: Choose the field you want to monitor, whether it’s a standard field like “Assigned To” or a custom field you use in your business.
3. Step 3: Select the new operator “Has Changed” or “Has Changed To” to specify when the trigger should fire only on meaningful changes.
4. Step 4: Save your settings. Your existing alerts will keep working as before, but now you get cleaner notifications focused on changes that matter.

💡 Pro Tip

Use these new triggers to focus your attention on important updates like ownership changes, so you can respond faster and close more deals.