Hello! In this tutorial, you will learn how to automate the star rating of a lead within the CRM pipeline, based on the stage where the opportunity is located.
This automation is very useful to help your team quickly and visually identify the priority level or the potential of each opportunity as it progresses through the pipeline. This way, you ensure more organization in the sales process and facilitate decision-making.
Let's configure this rule together so that whenever a lead is moved to a specific stage, it automatically receives a star rating, all in a simple way without the need for manual interventions.