How can I change deal stages with the Workflows tool?

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RealtyButler
Participant

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? 

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TH1
Participant

Thanks @PamCotton interestingly it seems it is not consistent across workflow types. Deal Stage is not available in Deal-Based workflows but is in others.

TH1_0-1615976098736.png


It does seem that Deal Stage can be updated by any other type of workflow. I guess it isn't available in Deal Based to prevent workflow loops or cascades, where other Deal-Based workflows would trigger from Deal Stage, but it does limit the use case. You can set Deal Stage from Company or Contact workflows, but this will affect all deals for that Company or Contact, which is not always desirable.

 

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shilpawymer
Participant

Shame this only seems to be available in Enterprise

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