Enable the ability to automate opportunity stage moves
I know that opportunities are set up to be a manual process in Infusionsoft - by design. However, there are quite a number of instances where automating certain stage moves could significantly increase funnel effectiveness for clients, particularly where the action precipitating it is automated (such as a sale).
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votes
Camille Shieff
shared this idea
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Jeremy
commented
This would be awesome. I need it right now and have used all 5 of MyFusionHelper's helpers.
There's a lot of reasons to automate a pipeline stage move. Thank you for considering