I need help moving a deal to another stage using automation

Tom.B.FutureAbility
Tom.B.FutureAbility Member Posts: 2 NEW MEMBER

Hi All,

I am new to Pipedrive and have been looking through the community posts on this and been trying my hand at moving a deal from one stage in the pipeline to another but for whatever reason I am unable to get it to work.

I have attached screenshot of my automation workflow as it stands.

What I want to happen is, when Action 7 is marked as done, move the deal to pipeline stage "Initial Contact Made".

When I action this current workflow, nothing happens and the deal remains in the current pipeline stage.

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Answers