This is where you pick the pipeline you’re tracking and the field that marks how far a deal has moved

Phloem tip

Set how long the owner has to update the deal before the check runs

Phloem tip

Check whether an expected value was added to a deal that moved into a stage that needs the figure. For example:
New value [is] “Proposal”
AND
Expected contract value [empty]

Phloem tip

Assign a task to the deal owner, prompting them to fill in the Expected Contract Value

Phloem tip