Set up automatic actions triggered by pipeline changes and events.
Go to Automations to create rules that fire automatically. For example: when a lead moves to "Approved", automatically create a job and notify the project manager. Each rule can be scoped to a specific pipeline + stage + sub-stage, so a rule on the Service pipeline won't fire for Construction leads.
Triggers include: stage and sub-stage changes, estimate approval, proposal signing, invoice payment, visit completed, visit skipped, task completion, and more.
Actions include: send email, create task, update status, assign team member, send notification, and create follow-up reminder.