1 min read
Apply a suggestion to the pipeline
Turn a reviewed analysis into a real CRM change.
Before you start
- Have the Sales Inspector module enabled and permission to edit Pipeline.
Step by step
In Pending, review the evidence, proposed stage and value.
Click Apply on the correct suggestion.
Read the result and check the card in Pipeline; also review Applied.
Check your result
The operation may create a card, advance its stage or mark a sale depending on the analysis.
What you need to know
- Apply has no second confirmation. A human decision ignores the confidence threshold configured for automation.
- Stage or sale changes may trigger configured conversions. A sale without a value may require a value before a purchase conversion.
- Rules prevent backward stage movement and departure from final states in cases handled by the application logic. Review the returned result.