Pipeline: Add and remove tags

This article applies to:

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

  1. From the left navigation menu, click Pipeline.
  2. Click the gear icon in the stage that you want to edit and then click Configure automation.
  3. First select either the Into or Out of tab to apply an action when a deal is moved into or out of this stage.

  4. 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.
  5. Click multiple tags if desired. 

  6. 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.

  7. Remember to Save.  

  8. A pipeline stage with automation configured has a badge on the gear.

Delete an action

Click the trash icon, confirm, and save.