How can I change deal stages with the Workflows tool?SOLVE
02-08-2017 01:00 - last edited on 08-11-2017 09:19 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.