is it possible that if I click "send email" and then use a template that the deal jumps to the according stage?
I don't just want to move the deal to "pass" to trigger the generic automated message, that's why I use the template to edit it to explain my decision.
But after sending it, I need to manually move it to "pass".
Is there either a way to move the deal to the according stage connected to the template I edited after clicking send automatically OR a way to move it to a stage but still edit the message?
But after sending it, I need to manually move it to "pass".
Is there either a way to move the deal to the according stage connected to the template I edited after clicking send automatically OR a way to move it to a stage but still edit the message?