Can I setup DecileHub stages so that I can choose the next stage?

For example, a prospect may be willing to sign a PACT, might request more materials, or not respond. Each of these outcomes should lead to a different stage. I know we can manually set stages; the value of this feature is to constrain the choices available at each point.

Is there any way to offer more than one button for the "Move to Stage" functionality? Ideally, it would be great to have some time-based automations. E.g., a timeout that moves a prospect to "Unresponsive" after repeated contacts.
1 answer
Dec 22, 2023

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