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1

Can I setup DecileHub stages so that I can choose the next stage?

For example, a prospect may be willing to sign a PACT, might request more materials, or not respond. Each of these outcomes should lead to a different stage. I know we can manually set stages; the value of this feature is to constrain the choices available at each point.

Is there any way to offer more than one button for the "Move to Stage" functionality? Ideally, it would be great to have some time-based automations. E.g., a timeout that moves a prospect to "Unresponsive" after repeated contacts.
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Yes, you can set up stages in Decile Hub to automatically move prospects to different stages based on their actions. For example, if a prospect signs a PACT, the system automatically moves the prospect to a "PACT Signed" stage. If they request more materials, you can set up an action to automatically move them to a "Materials Requested" stage. However, for prospects who do not respond, you would need to manually move them to the appropriate stage. The system allows for automatic progression based on actions such as a prospect clicking on a (deck) link in an email or signing a PACT, but it does not currently support automatic stage changes based on inaction.

Currently, there is no way to offer more than one button for the "Move to Stage" functionality. However, you can manually move prospects to different stages by selecting the prospect and changing their stage. This can be done by checking the box next to the prospect's name and changing their stage or by clicking on the dropdown menu button underneath the column 'STAGE' and changing the stage.

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