Hi, I am attempting to set up a automation for my CRM. We have 4 Pipelines at the moment:
All seller leads, Wholesale leads, realtor leads, and Appointments
All of our leads funnel into Seller Leads. Once we set the “lead type” to realtor we want a duplicate record to be placed into realtor leads pipeline. Same for wholesale leads. Any appointment sets we want the same to happen but go into appointment pipeline.
How can this be done properly?