Opportunity Stage Change through Automation
Overview
New Opportunity Stage Change action node is introduced within the automation. This enhancement allows users to automatically update the Opportunity Stage through automation, bringing the same level of flexibility that has long been available in Lead-level automations.
With this feature, users can now seamlessly automate stage transitions for opportunities - ensuring smoother automation management.
How to Use the Opportunity Stage Change Node
Once the Opportunity Stage Change action node is added to an Opportunity-based automation, follow these simple steps:
- Enter a Block Name:
Provide a clear and descriptive name for the action node to easily identify it within the automation flow.
- Select the Opportunity List:
Choose the opportunity list where the stage update should take place.
(Note: Only opportunities selected in the trigger will be available here.)
- Choose the Desired Opportunity Stage:
Select the new stage to which the opportunity should be moved automatically.
Conclusion
By automating stage transitions, users can ensure that opportunity progress is tracked accurately, minimize manual updates, and enhance visibility into the sales pipeline - ultimately improving overall conversion efficiency.
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