Skip Automation when skipping a stage

giniiii
giniiii Member Posts: 1 VERIFIED MEMBER
edited June 14 in Workflow Automation #1

Hi there,

I got the following problem: I've stage 1, 2, 3

When I move a deal to one of the stages an activitiy is created by an automation.
Now if a deal skips for example stage 2, I don't want the activity from stage 2 to be created. how can I do this?

Cheers,

giniii

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Answers

  • Reeve Lui
    Reeve Lui Member Posts: 53 VERIFIED MEMBER
    10 Comments First Answer 5 Likes Name Dropper
    #2

    @giniiii

    Hey there, I think your automation should be based on stages.
    - Stage 1 = Automation 1
    - Stage 2 = Automation 2
    - Stage 3 = Automation 3

    So if it never hit Stage 2, the Automation 2 will not take effect

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