Moving Deals Automatically in Keap Pro and Max

Опубликовано: 17 Июль 2026
на канале: Monkeypod
103
3

Usually you'll want to move the deals in your pipeline manually, as you interact with leads and convert them into customers. But occasionally you may have scenarios where you need to automatically move a deal between your pipeline stages - and this demo covers how you can do that with Easy or Advanced Automations.



If you found this valuable and would benefit from a place to ask all your Keap questions and get confident answers, check out the Monkeypod Membership: https://www.monkeypodmarketing.com/co...