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Ideas Portal
For Studio Pro
Categories Leads and Prospects
Created by Elizabeth Jacobs
Created on Jul 8, 2024

Automated Triggers for Stages

It would be nice if there are automated triggers that would move the lead from one stage to another and those triggers could be established when creating a stage instead of having to change it manually.

Lead moves to DSP Acct stage when a DSP Acct is created from the same email found in the lead.

DSP Acct moves to trial booked stage when child associated is scheduled for a trial (whether initiated by the parent online or by the office)

etc