Updating Pipeline Stages Automatically
A clean pipeline is essential for accurate sales forecasting. Automating stage movements ensures your CRM always reflects reality.
The Create/Update Opportunity Action
Whenever a contact takes a significant action (like booking a call or replying to an email), add the Create/Update Opportunity action to your workflow.
Configuring the Action
Select the Pipeline and the specific Stage you want to move them to. You can also dynamically update the Lead Value and toggle the status to Open, Won, or Lost.
Pro Tip: Turn on "Allow Duplicate Opportunities" only if a single contact can logically have multiple active deals at the same time. Otherwise, keep it off to update their existing card.
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