How do I use “Move to stage”?
The Move to stage action lets you automatically move deals between stages in a CRM pipeline. Once you select the pipeline, you’ll choose the specific stage to which the deals should be moved. Note: If contacts are not in the pipeline you’ve selected, they won’t be affected by this action. They’ll move on to the next element connected to Move to stage.
Here’s how to set up Move to stage:
- Add Move to stage to the workspace. Click it to go to its Properties.
- Select the pipeline that the deals are in.
- Select the stage to which you want to move the deals.
- (Optional) Set the element to Run multiple times if you know that you have the same contact assigned to multiple deals in this pipeline. This will allow the same contact to pass through this element more than once. (Be sure to enable Run multiple times in the remaining elements used in the workflow alongside this element.)
That’s it. The action is set up. You can move on to configure the remaining elements in the workflow.