Overview
Automatically advance or revert deals through stages based on triggers—like when a proposal is signed or a status flag is updated.
Steps
Navigate to Automation & AI → Workflows.
Create a new workflow for the Deals module.
Select a Trigger (e.g. “Invoice Created,” “Field Updated → Signed Date not empty”).
Add the Action “Update Deal → Change Stage” and select the target stage.
Save and Activate.
Tips
Use conditional splits to handle multiple triggers in one workflow.
Include an internal notification so reps know when deals move automatically.
Test workflows in a sandbox pipeline before production.
Troubleshooting / FAQs
Workflow not firing: Confirm it’s active and that you selected the correct trigger module.
Deal remains in old stage: Check for conflicting workflows or manual edits.
Permissions error: Ensure your role has “Manage Workflows” privileges under Settings → Roles & Permissions.