How to Add Quick Actions to Pipeline Stages

Quick Actions enable you to create instant automations for your Pipeline Stages in ClickFunnels. By adding Quick Actions to your pipeline stages, you can automatically trigger specific responses when opportunities enter or exit a stage. This can include triggering a follow-up workflow, adding a contact tag, or notifying team members, saving time and ensuring consistent follow-up throughout your sales pipeline. This article will guide you through the process of adding Quick Actions to Pipeline Stages, helping you leverage this powerful tool to enhance your sales workflow.

Table of Contents

• Requirements
• Adding Quick Actions to Pipeline Stages
• Managing Quick Actions
  • Adding Multiple Quick Actions
  • Removing Quick Actions
• Additional Information

Requirements

• An active ClickFunnels account
• The Automations app
• The Opportunities app
• At least one Pipeline created within your ClickFunnels workspace

Adding Quick Actions to Pipeline Stages

1. Navigate to the Opportunities app in the left-side menu.
2. Select the Pipeline where you want to add Quick Actions.
   
3. Locate the pipeline stage where you want to add a Quick Action.
4. Click the lightning bolt icon (⚡) next to the stage name.
5. Select Add Quick Action.
6. Choose a trigger for your Quick Action:
   • “Enters pipeline stage”
   • “Exits pipeline stage”
7. Select an effect that will occur when the trigger is activated.

8. Use the toggle switch to activate your Quick Action.

   After activating a Quick Action, test it to ensure proper functionality. Move an opportunity into or out of the stage and verify that the intended effect occurs.

To learn more about effects and triggers, refer to our How to Manage Quick Actions

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Managing Quick Actions

Adding Multiple Quick Actions

1. Click the lightning bolt icon again.
2. Select Add Quick Action.
3. Set up the new trigger and effect.
4. Repeat for each additional Quick Action you want to create.

Removing Quick Actions

1. Open Quick Actions by clicking the lightning bolt icon.
2. Hover over the Quick Action you want to remove.
3. Click the red cross icon (X) that appears on the right side.
   

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Additional Information

• How to Manage Quick Actions
• How to Manage Opportunities
• How to Add Quick Actions to ClickFunnels Pages
• How to Create a New Funnel

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