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Aneta Koreba
Written by Aneta Koreba

Module guide: Change deal state Action

Learn how to automatically move the customer forward through the sales funnel

What does it do?

This module changes a deal’s state in your pipeline.

How to use it

Here, in the module window, you can set up options like: Stage in your pipeline, status, loss reason and its description.

Case study

In many SaaS companies, the sales funnel looks as follows: Prospect -> Trial -> Negotiations -> Customer.

What's great about is that you can automatically change the stage the deal is currently at. Here's how:

Step 1: Automate creating a dealStep 2: Automate moving the deal to the next stage after receiving an email

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