How can I change deal stages with the Workflows tool?SOLVE
Feb 8, 2017 1:00 PM - last edited on Aug 11, 2017 9:19 AM by roisinkirby
I've seen in the workflow that I can create a Deal and assign it to a pipeline and a stage. Is there a way for me to add a step where the Deal Stage changes depending on where we are at in the workflow?
For example - first email gets sent (client gets added to Deal Stage called First Email) - if they open and click, they will get moved automatically to the next deal stage trough the workflow. Is that possible?
Solved! Go to Solution.
Feb 18, 2019 6:52 AM
You are right!, This function is under the Action "SET Property Value"--> Business-->"Deal Stage".
I din't find it before because I didn't think of "Deal Stage" as a Property so I wasn't looking for It.