Pipeline stages and stage automation
Stage transitions are some of the most powerful workflow triggers in Intellivizz CRM. Every time an opportunity moves, you can automatically send messages, assign tasks, update fields, or hand off to other team members.
Triggers tied to stages
| Trigger event | Workflow can do | Example |
|---|---|---|
| Opportunity created in stage X | Send first-touch message | New Lead → fire 5-min auto-SMS |
| Opportunity moved INTO stage X | Begin a stage-specific sequence | Quote Sent → 3-touch follow-up over 7 days |
| Opportunity moved OUT OF stage X | Stop a sequence, log timing | Out of Quoted → stop reminder workflow |
| Stuck in stage X for Y days | Alert manager or send re-engagement | Stuck in Negotiation 14+ days → alert sales lead |
| Moved to Won | Fire fulfillment, ask for review, change tags | Won → send onboarding email + tag as customer |
| Moved to Lost | Add to win-back list, capture reason | Lost → add to 90-day re-engagement list |
Common stage automations to set up
New Lead stage
Auto-SMS within 5 minutes ("Hi , thanks for reaching out…")
Email confirmation with next-step booking link
Internal task: assigned rep must call within 24h
Quote Sent stage
Day 1: confirmation email with quote attached (if not already sent)
Day 3: SMS check-in ("Did you get a chance to review?")
Day 7: phone call task assigned to rep
Won stage
Send welcome / onboarding email immediately
Tag as customer, add to active-customer smart list
Internal alert to ops team to begin fulfillment
Schedule a 30-day check-in
Lost stage
Send a polite "thank you for considering us" email
Add to 90-day re-engagement smart list
Tag with the loss reason for reporting
