Struggling with automating drip sequences for each deal stage, and automatic stage advancement
Hi everyone, I thought what I wanted to set up would be fairly simple. I just want there to be a little drip sequence for each deal stage. Maybe there is an email that goes out immediately, followed by an email at 3, 7, 21, days if they stay in a specific stage without moving. Also, some stages the advancement would be automated by filling out a form on our website. I thought this would be pretty straightforward, the kind of thing many people would use. It doesn't appear to be as easy as I thought. Anyone struggled with this kind of automation?