Automating the addition of a lead follower on stage change in SalesTown CRM helps ensure that the right team members are kept in the loop as leads progress through the pipeline. This feature enhances collaboration and ensures timely follow-ups.
This guide will explain how to set up and utilize this automation.
Configure Automatic Addition of Lead Followers on Stage Change
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< Stage Follower Setting option on the settings page.
- This will open the Stage Follower Settings page.
2. Add a Rule for Stage Follower
- Click on the Add Rule button on the top right side of the window.
- A pop-up will appear along with the below option to choose from.
| Pipeline Name | Choose the Pipeline name from the dropdown where you want to implement Conditional Stage Change. |
| Pipeline Stage | Within the chosen pipeline, select the specific stage you want to configure with conditions. |
| User | Select the user who you want to follow the lead when it reaches this stage automatically by clicking on the checkbox. |
- 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.
Follower Addition Notification
- Once a follower is automatically added, they will receive a notification about the new lead they are following.
- This ensures they are aware of their new responsibility and can take appropriate action.
Note: Ensure that the users selected as followers are relevant to the lead's progress and can contribute effectively. Overloading users with unnecessary notifications can lead to decreased efficiency.
Technical Problems
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This feature streamlines the workflow and enhances collaboration within the team, leading to more efficient lead management and better customer engagement. By setting up this automation, you can ensure timely follow-ups and better tracking of lead activities.