CRM - I created an automation in the CRM, pressed Play, but it's not working

When creating an automation in the CRM, opportunities that are already in that Funnel Stage will not go through this automation. This is a safety rule so that an automation is not accidentally executed for a large list of opportunities.

Therefore, only new opportunities that enter that stage will be executed.

To execute opportunities that were already in the Stage, just move them to a stage WITHOUT automation and move them back to the stage where you want the automation to run.

Important: Certain automations require a recurrence to be enabled. For example: “Does the lead have a scheduled meeting?”. If this condition is not in a recurrence, the Automation will check only once: “Has a meeting? No, then do nothing.” If at some point in the future you schedule a meeting for that opportunity, the automation will not be executed because it was already executed once in the past, since by default automations run only once. Thus, with recurrence enabled, the system will check within the chosen time window. If after some time the opportunity has a scheduled meeting, the automation will be executed, since it is checking whether the condition is TRUE on a recurring basis.