CRM - Create an automation to automatically change funnel or stage
Go to General > CRM

Open the funnel where you want to create the automation and click the automation icon

When you create this stage automation, as soon as the lead reaches it, it will trigger the automation.

Select the funnel and stage to transfer the opportunity.

As soon as the lead enters the stage where the automation was created, it will be triggered, and the opportunity will be moved to the desired funnel and stage.
PreviousCRM - How to create a CRM automation that changes the lead stage and the funnel stage
NextCRM - Automation to change the Opportunity's Stage in the Funnel after a Pre-Determined Period
Last updated
Was this helpful?