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Asked by

Community Member

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Using Decile Hub

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?
2 See in Base
1

Answered by

Community Member

on

Hi Sarah, yes, this is possible. You need to configure the stage actions to send an email with an automated stage move immediately after. Here's a video showing how:
https://www.loom.com/share/179e10f5de7f4537a4e312e74adcf201
0

Answered by

Community Member

on

Amazing, thank you!
So in case I want it to jump to a different stage than originally configured, I can edit it in the pop up window in the end?
0

Answered by

Community Member

on

I have a follow up question:
I set up 2 email tasks with different stage jumps each but when I scroll to the right to "next actions" I cannot find these tasks. There is a different task in it that I didn't set up and I don't know how to delete or edit it. It's not in the "stages and settings".
0

Answered by

Community Member

on

I'll send you a private message and we can hop on zoom.

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