What is Stage Automation within the PACT Settings?
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After signing the PACT the prospect will be automatically moved to that stage in the Fundraising pipeline. The default setting is that a prospect will move from the "Send PACT" stage to the "Closing" stage after they sign their PACT.
Arcade Video tutorial with the answer: https://app.arcade.software/share/yRpmPpDtLG2yZDsnDEf1
1 reply
After signing the PACT the prospect will be automatically moved to that stage in the Fundraising pipeline. The default setting is that a prospect will move from the "Send PACT" stage to the "Closing" stage after they sign their PACT.
Arcade Video tutorial with the answer: https://app.arcade.software/share/yRpmPpDtLG2yZDsnDEf1
Arcade Video tutorial with the answer: https://app.arcade.software/share/yRpmPpDtLG2yZDsnDEf1
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