Workflows · Actions
Move Lead Stage
Moves a lead to a selected stage in your pipeline.
What it does
Changes the lead’s current pipeline stage when the workflow reaches this node.
When to use it
Use it after qualification, an approval, a customer reply, or another event that represents a real sales transition.
How to use it
- 1Choose the pipeline.
- 2Choose the destination stage.
- 3Add an optional reason.
- 4Choose whether a denied move stops the path or lets it continue.
Settings
- Pipeline.
- Destination stage.
- Optional reason.
- When a move is denied: Stop or Continue.
Tips
- • Only move a lead when the business meaning is clear.
- • Keep the reason useful to the person reviewing the pipeline history.