Pipeline Automation provides the ability to automate key steps in your pipeline process. You can keep your leads moving through your sales process by configuring automation that triggers when a new lead enters or exits a stage.
Set up pipeline automation
- From the left navigation menu, click Pipeline.
- Click the gear icon in the stage that you want to edit and then click Configure automation.
- First select either the Into or Out of tab to apply an action when a deal is moved into or out of this stage.
- Select an action from the drop down options. If you selected to apply or remove a tag, you can select an existing tag or create a new tag.
Click multiple tags if desired.
Add another action if desired.
For example: when I move a deal into this stage, Attended tag is added and the New Customer and purchased tag are removed.
Remember to Save.
A pipeline stage with automation configured has a badge on the gear.
Delete an action
Click the trash icon, confirm, and save.