Basically, every stage in our pipeline involves a set of tasks or to-dos that need to be done before moving to the next stage. How do I build this in Copper?
Best answer by Evan from Copper
View originalBasically, every stage in our pipeline involves a set of tasks or to-dos that need to be done before moving to the next stage. How do I build this in Copper?
Best answer by Evan from Copper
View originalHi Maryanne! This is a great question and one that we hear often.
To achieve this, you will want to leverage Copper’s Workflow Automation (available on Professional and Business plans).
In this example, we’ll assume you want to receive a reminder to schedule a presentation meeting after you move an Opportunity in the Sales Pipeline to the “Presentation” stage.
To begin the setup process, start by Navigating to Settings > Customize > Automation > Workflow Automation. Then click “Add Workflow”.
This is exactly how we do it. Workflow can be really robust once you get the hang of Formulas.
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