Workflow| Event: Contact has been added to the stage in funnel

This event concerns adding a contact on a specific stage in a sales campaign set in CRM => Campaigns & Funnels => Contact in Campaigns

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From the list of the elements in Workflow choose Event => Contact has been added to the stage in the funnel

Then, you need to proceed to the settings of the event:


In this event you need to specify:

[Funnel and stage]: choose the funnel and Its stage. The event activates when contact is added to a funnel and its stage.

To add this event in Workflow, you need to have a sales funnel already created. This event creates a possibility of moving the contacts between stages in the funnel automatically.

IMPORTANT: Triggering an event via Manage contacts will not work.


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