This event concerns adding a contact on a specific stage in a sales campaign set in CRM => Campaigns & Funnels => Contact in Campaigns
>>Learn more about creating sales campaigns
Go to AUTOMATION PROCESSES => WORKFLOW
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.
If you need more information about the topic mentioned above, please contact us:
support@salesmanago.com
+1 800 960 0640