Can I have a set of automatic to-do's for each stage in the deal pipeline?
These to-do's would be the same for every deal but different for each stage. Once someone moves a deal to that stage, they'd see and know. Ok, this is what I need to do now and will help me from letting things slip through the cracks. Unlimited stages would do this also but since that's not possible, this is my work around. Thoughts from everybody?
Thanks for posting!
You can use our Automated Actions feature to set up automated tasks that are created the moment a deal is moved to a specific stage.
You can read more about that feature in our help center: https://support.getbase.com/hc/en-us/articles/203868425.
I hope this helps!