Use automation to update your opportunity stages and fields
- Keap or Infusionsoft
How It Works
Create Your Opportunities
Create your opportunities as usual. Define your stages and how you want your sales pipeline automated.
Apply Opportunity Automation
As prospects progress in your sales funnel, opportunity stages can be updated and fields can be copied or populated.
Sales Teams Stay Updated
Your sales team's opportunities always stay updated with the correct stages and information to help them close more deals.