> 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-through-automation.md).

# CRM - How to move opportunities through automation

You can also move pipeline or stage opportunities through CRM automations. 

In this example, we will create a stage automation in which when the lead replies to the message, we will move the opportunity to the next stage within the same pipeline.

Follow the step-by-step below:

1 - Go to CRM;

<figure><img src="/files/d6805b4012d8666a9368bf9290349230dbcb6e81" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/b4352097311020125d5774806459af29c2960b11" alt=""><figcaption></figcaption></figure>

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

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

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

<figure><img src="/files/9e795b25989b53fbfca00efc856334097c605a9f" alt=""><figcaption></figcaption></figure>

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


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.sprinthub.com/en/topics/general/crm/crm-common-questions/crm-how-to-move-opportunities-through-automation.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.