CRM - Create an automation to change funnel or stage automatically

Go to General > CRM

Go to the funnel where you want to set up the automation and click the automation icon

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

Select the funnel and the stage to transfer the opportunity.

As soon as the lead lands in the stage where the automation is created, it will be triggered, and the opportunity will be moved to the desired funnel and stage.

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