Automate your pipeline
- Manage multiple opportunities for a single contact in a workflowUse the Multiple Opportunities Toggle to target the right opportunity in your automations.
- Decouple the owner of the contact from the owner of the opportunitySet up your pipeline so that contact and opportunity have independent owners.
- Automate the transition from one stage to the next in your CrocoClick pipelineAutomate the transition from one stage to the next in your CrocoClick pipeline, save time and create 100% seamless prospect follow-up.
- [GUIDE] Automate your opportunity pipeline with CrocoClickComplete guide to creating, automating and optimizing your pipeline in CrocoClick: structure, automatic transitions and associated actions
- Automating pipeline actions in CrocoClickUse CrocoClick opportunity triggers to automate reminders, notifications and tasks according to the stage of your pipeline