> For the complete documentation index, see [llms.txt](https://docs.sprinthub.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.sprinthub.com/en/topics/general/crm/crm-common-questions/crm-how-to-move-opportunities-by-automation.md).

# CRM - How to move opportunities by automation

You can also move opportunities between funnel stages or funnels through CRM automations. 

In this example, we'll create a stage automation, where when the lead responds to the message, we'll move the opportunity to the next stage within the same funnel.

Follow the step-by-step instructions below:

1 - Access CRM;

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2F4BjJiRPYbEoBubFa8zK6%2Fcrm1.png?alt=media&amp;token=97b66812-5913-49d5-b515-6fc0d8624917" alt=""><figcaption></figcaption></figure>

2 - Click the automation icon, and then click + to create a new automation in this stage.<br>

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FS7PpDx9PI9wdqrKI4rjj%2Fcrm2.png?alt=media&amp;token=61652c9f-8292-4430-bbd2-7f491c88b156" alt=""><figcaption></figcaption></figure>

3 - Add a title, then define:&#x20;

* **Trigger**: When the lead sends a message >> Any message, and also set the message channel.
* **Action**: Change the opportunity funnel/stage >> Choose the destination and save.

Keep only a single trigger per lead, and the status open.

<figure><img src="https://684109703-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9FzUKkagBNy5uQ7AtGNa%2Fuploads%2FxVTFzJb7az6mkc4l8rEV%2Fcrmmm.png?alt=media&amp;token=962c69b3-efde-420a-a420-fd592ca4e8e8" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
To create the automation to move the opportunity between funnels, choose this same action “Change the opportunity funnel/stage”, select the funnel and the funnel stage.
{% endhint %}