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Workflow Trigger: Pipeline Stage Changed | Aesthetix CRM

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Workflow Trigger: Pipeline Stage Changed

Optimize your sales workflow with this insightful guide on implementing pipeline stage triggers in Aesthetix. This article provides a step-by-step approach to setting up triggers that automatically respond to changes in your sales pipeline, helping you manage leads and opportunities more effectively. Discover how to configure triggers for various stages, automate notifications, and ensure that your team stays informed and proactive at every step of the sales process. Perfect for sales managers and CRM users, this guide will empower you to enhance your sales efficiency, improve team collaboration, and ultimately drive better results in Aesthetix.

1. First, click on "Marketing"

1 Click on the element.

2. Click on "Workflows".

2 Click on "Automation to help your practice grow".

3. Next, click on "Create Workflow".

3 Next, click on "Create Workflow".

4. After that, click on "Start from Scratch".

4 After that, click on "Start from Scratch".

5. After, click + to add a new trigger.

5 After, click here.

6. Click on "Pipeline stage changed".

6 Click on "Pipeline stage changed".

7. Click on "Add filters".

7 Click on "Add filters".

8. Click on "In pipeline".

8 Click on "In pipeline".

9. Select the type of pipeline.

9 Click on "In pipeline".

10. Once that's done, click on "Has Tag".

10 Once that's done, click on "Has Tag".

11. Select a tag on the drop-down menu.

11 Once that's done, click on "Save Trigger".

12. Finally, click on "Save Trigger".

12 Upload

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