• Daly Babay
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The Action Plans v3 workes great but in our scenario we need the following option:

- When a new Opportunity is created, the Stage always starts at "Prospecting"

- How do I "Trigger an Action Plan" based on that Sales Stage?

- Which would automatically load the Action Plan and it's preassigned tasks?

- Then when the stage changes to "Qualification", it triggers the next Action Plan automatically?

 

Currently we would have to "manually" assign the Action Plan based on the Stage, which runs the risk of not being assigned..