Is there a setting available in deal pipeline email ingestion that allows me to change the pipeline stage where the deal is added?
3 replies
Decile Base AI
That's a great question! Based on the information I have available, I don't have a clear answer on whether there's a specific setting to control the pipeline stage for email-ingested deals.
I'd recommend posting this question in the Decile Base support forum so our team can give you an accurate and detailed answer: https://decilehub.com/base/8-hub_support
Hey Ankur, there isn't right now, no. But I hear this request and understand where it's coming from I think. It might be more ideal to deposit into some specific "added by email ingestion" stage? (we do something similar by default with the investment inquiry form)
Hi Woody, for our pipeline structure, was trying to get this added to second stage instead of right at the top. A triggered automation is the hack we're currently using but its not the cleanest as it adds another dedicated stage. Investment inquiry form actually has that setting to choose where it gets added, so same for emailing would be great.
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