Automating lead stage changes in SalesTown CRM helps streamline your lead management process, ensuring that leads are promptly moved to the appropriate stages based on predefined criteria. This automation saves time, reduces manual effort, and ensures that leads are handled efficiently. This guide will explain how to set up lead stage change automation.

Configure  Auto Trigger of Red Alert and Lead Stage Change Automation

1. Navigate to Stage Change Settings

  • From the main dashboard, locate the Essentials< Settings tab in the main menu or navigation panel.
  • Click on Settings to open the settings page.
  • Find and click on the Tools< Workflow Automation option on the settings page.
  • This will open the Workflow Automation Settings page.

2. Select the Pipeline and PipeStage

  • Click on the Add Rule button on the top right side of the window. A pop-up will appear.
  • Choose the Pipeline name from the dropdown where you want to implement Add Stage Lead Automation.
  • Within the chosen pipeline, select the specific stage where you want to set up the automation.

3. Set the Trigger Time

  • Select the specific time duration after which the stage change should be triggered. Options range from after 1 hour to 60 days.
  • Then tick the below trigger, either one of them or both. 

4. Red Alert Trigger

  • When ticked, you can set a trigger to show a red alert on the lead after the chosen time trigger. 

5. Automated Stage Change

  • When ticked, you can choose the respective Pipeline and Pipsetage. 
  • When the specified time trigger is reached, the lead will automatically move to the next stage or to a different pipeline as configured.
  • This ensures leads are promptly advanced without manual intervention.
  • Then click on the Save button.
  • After choosing, the rule will be created and shown in list form with edit and delete options in it.

Technical Problems

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Conclusion

Implementing lead stage change automation in SalesTown CRM enhances the efficiency of your lead management process. By setting up this automation, you can ensure that leads are progressed through the pipeline promptly, highlighted for urgent action, and directed to the appropriate stages or pipelines based on predefined criteria. This automation reduces manual effort, improves lead handling, and ensures that no lead is overlooked, ultimately leading to better sales outcomes and customer engagement.