Smart Deal Progression
Define stage-advance rules; the engine moves deals automatically based on activities, custom-field values, or time in stage.
Updated April 27, 20261 min read
Smart Deal Progression lets you encode your sales playbook directly in the pipeline. A rule says "if X happens, advance to stage Y"; the engine watches every deal and triggers the move automatically.
Rule shapes
- Activity-based — "If a deal in Discovery gets a logged demo activity, advance to Proposal."
- Custom-field-based — "If
budget_confirmed= true and stage is Proposal, advance to Negotiation." - Time-in-stage — "If a deal sits in Negotiation for >14 days, flag it as stalled."
Setup
- Open
/dashboard/crm/settings/pipelines. - Pick a pipeline; click Smart Progression.
- Add rules with the visual builder. Save.
Stage moves fire webhooks
Every progression — manual or automatic — fires deal.stage_changed. Subscribe via a webhook if you want n8n / Claude to react.
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