If I set a campaign goal for when a contact moves into a specified opportunity stage, will they exit the scheduled sequence in the campaign if the opportunity stage is changed?
For example: I want contacts that are in the Quote opportunity stage to enter the campaign. They would then get a follow up email 30 days later. But if they moved onto the next opportunity stage, I don’t want them to receive the email. Does it automatically take them out of the sequence or does that have to be done manually/is there a better way to do this?
Jake:
If you have your campaign set up in this fashion, it will pull them out of sequence 1 when Opportunity Stage 2 is triggered.
Hope that helps.
Jeff
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Thanks, Jeff!