To add a new stage in ProLine, first navigate to hamburger menu (☰) > Company Settings > Stages. Select the pipeline to which you want to add the new stage and click on Add New Stage to enter the name of the stage you want to add. Click on the plus button (+) to finalize adding it.

After adding the stage, you can customize its settings. Place the new stage in the appropriate position within your pipeline. Modify the color if desired. Choose the stage status, such as setting it to Lead if the project is still in the lead phase. Set the snippet to display relevant information under the stage name, such as Address.

For full instructions, see the previous step.

To automate tasks when a project moves to the new stage, navigate to hamburger menu ☰ > Campaigns. and create a new campaign. Add actions such as sending emails, texts, or creating tasks. For instance, you can create a task that assigns a task to the manager to review a quote.

Triggers automate actions when a project moves into a new stage. Access triggers from the Projects Page or within the stage settings. Create a new trigger for the newly created stage.

ProLine allows for complex trigger setups to tailor automation. Add multiple conditions to refine when campaigns run. You can exclude certain projects by adding conditions, such as excluding projects in specific locations or with specific tags.