Action: add a contact to stage in the funnel

Sales campaigns in SALESmanago are based on funnels and pre-arranged automation rules. Contacts in certain sales stages can be assigned manually in funnels (contact card, contact management) or automation rules. If you plan properly you can set rules which will move the contacts to the next stages in the funnel.

funnel

To set this action:

[1] The type of action: add a contact on stage in the funnel.

[2] Funnel and stage: specify to which funnel and on what stage the contact has to be assigned to.

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SALESmanago - AI Customer Data Platform with Omnichannel Execution
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If you need more information about the topic mentioned above, please contact us: support@salesmanago.com +1 800 960 0640