Dan X Nguyen asked us, “Hi Branning Group Support, in the workflows, I’m trying to tag an opportunity as “potential client” when it hits either of the first 2 stages of a pipeline. I can’t seem to figure out how to do either pipeline stage, it only allows me to do one. Is there a better way to do this?”

“You can setup two triggers so the actions are triggered by either one of those stages, you can create two of the same trigger and just change the pipeline stage filter! This way, either of the two stages gets a contact moved to it, the automation will start and do the actions you have set.”

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