Say I’ve got a tag list titled, “Sales Pipeline” that has the following tags:
- New Lead
- Discovery Call
- Qualified - Negotiation
- Closed - Won
- Closed - Lost
In kanban view, when moving through the pipeline, it would be great if you could set triggers.
Use case - When a lead is moved from “Discovery Call” to “Qualified - Negotiation”, the card could automatically change ownership to whoever at the company is in charge of negotiation.
Use case #2 - When a lead is moved from “Outreached” to “Discovery Call”, the owner of the card can automatically be changed from User A to User B, and User B would get a notification automatically. Perhaps via email or text, and then a notification would also appear the next time that user logs into the system.