Pipeline Stage is the new Status
Daniel Roman avatar
Written by Daniel Roman
Updated over a week ago

You probably saw that in the new update inside of WooSender you can no longer change the "status" of the contact to "responded" or "Won".

Update the "Stage" of the contact which is the new "status" inside of WooSender is very simple and straightforward.

How to Update an Opportunity Stage

Whenever the booking ai schedules a call with a contact you can follow these steps.

  • Hover over the opportunity card (until you see the pencil)

  • Click on the pencil

  • This will open up Edit Opportunity to allow you to update the "Stage" of the opportunity

  • Click Save

How to Update a Stage automatically?

There is also another to update stages, automatically so you don't need to do it manually. And again is very simple and straightforward.

  • Go to the campaign page

  • Click on the campaign (ie: List Validation)

  • Preferences

  • Switch the Trigger toggle on

  • Stage (Update to correct set up you want to)

Related Resources

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