Add --> Update Stage in Fluent CRM automations
Firstly, I really love the product suite you've created. It has made our journey from patching together Shopify, Activecampaign, Thinkific and more expensive SaaS to becoming Wordpress fans much easier
(after dabbling with Buddyboss and LifterLMS....spending a lot....)
The Tag Mapping in between Fluent Community and Fluent CRM is excellent and awesome.
It solves Onboarding automations in such a beautiful way, and makes creating automations really easy. We use Surecart, so with the tag mapping it so easy to create a tag with orders and then onboard people wherever they are.
THE BIG LACK In Fluent CRM - Pipeline view.
However, when it comes to the CRM part, we are lacking a PIPELINE VIEW immensely, and I've "heard" it is suppose to be on its way.
While waiting,
adding an action to Fluent CRM to "Update Stage"
would be super useful and open up for using Boards better as a CRM and Pipeline tool.
Perhaps this might be a "quick fix", while we are longing for the larger update 👍
THE BIG LACK In Fluent CRM - Pipeline view.
However, when it comes to the CRM part, we are lacking a PIPELINE VIEW immensely, and I've "heard" it is suppose to be on its way.
Yes i agree, it is the big missing part, but it's supposed to be released soon :)
Nicolas Daxant Yeah, so I heard :D but that SOON has now been like +1 year for us. With Update Stage in CRM actions, we can create a lot of nice pipeline automations in Boards. Even if the "larger Update is Soon" this would be useful for other purposes in Boards as well.