Editing Update stage (section)

== FAQ ==

=== What types of plans support the Update stage feature? ===
The '''Update stage''' action is available for Plus, Professional, and Enterprise plans.

=== Can I move deals across different pipelines? ===
Yes, you can move a deal from its current stage to another stage within the same pipeline or to a different pipeline.

=== What happens if a contact has no deal when the automation reaches the Update stage action? ===
If a contact has no deal, they will skip this action.

=== How can I ensure deals are correctly moved to the desired stage? ===
Double-check the configurations in the four dropdowns to ensure they accurately reflect the pipelines and stages involved.

=== Is there a limit on the number of deals that can be moved at once? ===
The action is performed on the deals associated with contacts that encounter the action in the automation, so it depends on the number of relevant contacts.

=== How do I know if the Update stage action worked? ===
You can monitor your automation’s performance and track deal movements in the CRM dashboard to see if they have moved to the desired stage.

=== Can this action trigger other actions in the automation? ===
Yes, moving a deal may trigger subsequent steps in automation, such as sending notifications, reminders, or follow-up communications, depending on your setup.
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