Answered

Is it possible to use workflow processes to change the pipeline of a existing opportunity when a certain stage is met?

Is it possible to automate changing a pipeline within an open opportunity?

0

Comments

1 comment
  • Hi Richie,

    We currently do not have the functionality built into Insightly to automatically change an Opportunity's pipeline based on a stage being met.

    I would recommend posting a feature request on our Ideas & Suggestions page, so that other users can upvote to express their interest in the feature.

    Once it receives enough votes, our Product Team will take it under consideration to potentially include within a future release.

    Please let us know if anything else comes up!

    0
    Comment actions Permalink

Please sign in to leave a comment.