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 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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