You can schedule automation events to leads based on when an opportunity moves from one pipeline stage to another. This means that, when automated through a visual workflow, you will not need to manually change a lead field in order to schedule the intended automation events.
This article will detail how to create pipeline stage change automation.
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You can create pipeline automation using a visual workflow that is based on when a stage changes.
To create the stage change automation:
Refer to the following help articles for more information on actions and how to structure visual workflows:
You can also create pipeline automation using a rules-based list that is based on when a stage changes.
To create stage change lists, do the following:
When creating opportunity automation, be aware of the following:
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