Hola! ¡Tenemos nuestra Comunidad en Español!

Ability to create a workflow to move deals from one pipeline to another with automation

Scenario: When a deal is 'won' and the online contract is signed, an email is sent to confirm completion of contracts. once the email is received, deal is moved to WON and then subsequently moved the the 'Account Management' pipeline.

1 Reply
VagaeNatus
Advisor

I've just checked and "Pipeline" is not a property available in "Set a Property > Property to Set" Action. I can't understand why. We need this!