👤 Deal enrollment trigger
Enroll when a deal is created. Move stages on triggers: email clicked, activity logged, demo scheduled, quote sent.
⚙ 1. Set stageActions ▾
Sales email clicked → Contact Made
⚙ 2. Set stageActions ▾
Activity logged → Qualified to Buy
⚙ 3. Set stageActions ▾
Demo scheduled → Proposal
⚙ 4. If/then branchActions ▾
Branch on quote outcome
Quote signed
⚙ Set stageActions ▾
Closed Won
✉ Post-sale follow-upActions ▾
Trigger kickoff sequence
END
Not signed / cold
⚙ Set stageActions ▾
Unqualified
✉ Re-engage or exitActions ▾
Move to win-back
END