Editing Update stage

```mediawiki
'''Navigation:''' [[Main_Page]] > [[CRM]] > Update stage

== How do I automatically move a deal from one stage to another? ==

The '''Update stage''' feature in ActiveCampaign is a powerful automation action that allows users to streamline their sales processes within the CRM pipeline. By implementing this feature, users can automatically move a deal from its current stage to a new stage within the same pipeline or transfer it to a different pipeline entirely. This functionality is significant as it enhances workflow efficiency and ensures that deals are tracked and managed effectively through various phases of the sales process.

== How to access this feature ==

To access the '''Update stage''' feature, you will need to navigate to your automation within ActiveCampaign. Ensure you have a Plus, Professional, or Enterprise plan, as the '''Update stage''' action is included as part of the Pipelines & Sales Engagement add-ons.

== Step-by-step instructions ==

Follow the steps below to configure the '''Update stage''' action in your automation:

1. From your automation, locate the point where you would like to place the '''Update stage''' action.
2. Click the node (+) to add a new action.
3. In the modal pop-up, select '''CRM'''.
   [[File:Add_new_action_click_CRM.png|thumb|Adding a new action in CRM]]
4. Click on '''Update stage''' to configure the action.
   [[File:Select_update_stage.png|thumb|Selecting Update stage action]]
5. In the first dropdown (Select new stage > Pipeline), choose the pipeline that contains the stage you want to move deals to.
   [[File:Select_pipeline.png|thumb|Selecting a pipeline]]
6. In the second dropdown (Select new stage > Stage), pick the stage you wish to transition the deals to.
   [[File:Select_stage.png|thumb|Choosing the new stage]]
7. In the third dropdown (Affects > Deals), specify which deals for your contact(s) will be affected.
   [[File:Select_which_deal_will_be_affected_for_contact.png|thumb|Selecting affected deals]]
8. In the fourth dropdown (Pipeline), select the current pipeline that contains the deal you want to move.
   [[File:Select_pipeline_for_user.png|thumb|Choosing the current pipeline]]
9. Click '''Save''' to apply the configuration.

Once a contact in your automation encounters this action, their deal will move to the selected stage if they belong to the specified pipeline. If a contact has no deals or is in a different pipeline than the one selected, they will skip this action.

== Configuration options and settings ==

The '''Update stage''' action consists of several dropdown selections that allow users to specify the details of the movement of the deal:

- **Select new stage > Pipeline**: This dropdown lists the pipelines that contain the stages you can move deals to.
- **Select new stage > Stage**: This dropdown allows you to select the specific stage within the chosen pipeline.
- **Affects > Deals**: Here you can select which deals will be affected by this action, based on the contacts in automation.
- **Pipeline**: This option allows you to choose the current pipeline containing the deals you want to update.

== Best practices and tips ==

- Regularly review your pipelines to ensure that they reflect your current sales processes accurately. Keeping stages up-to-date can maximize the effectiveness of automations.
- Utilize the '''Update stage''' feature to trigger actions that follow a deal's progression, such as sending follow-up emails or notifications to the sales team.
- Consider using this feature in combination with other automation actions to create seamless workflows that enhance your CRM capabilities.

== Common use cases with examples ==

1. **Transitioning a Deal After a Follow-Up**: If a contact responds positively to a follow-up email, the deal can be automatically moved to a 'Closing' stage using the '''Update stage''' action.
2. **Seasonal Sales Campaigns**: Upon reaching a specific date or event, automatically move all relevant deals to a 'Seasonal Promotions' stage to prepare for targeted marketing tactics.
3. **Client Onboarding**: After a successful sale, move customer deals from a 'Prospect' stage to an 'Onboarding' stage to manage the subsequent onboarding process efficiently.

== Troubleshooting ==

If you experience issues with the '''Update stage''' action:
- Ensure that the pipeline selected in the action has the correct stages and that the deals exist in that pipeline.
- Confirm that the contacts in the automation have active deals; if not, the action will be skipped.
- Check for any errors in your automation that might prevent it from executing as expected.

== 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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