Set up your stages
Go to CRM > Opportunities > Pipelines, create a pipeline, and add stages that match how a job really runs.
CRM› Opportunities› PipelineCreate a workflow
Go to Automations > Workflows and create a new workflow.
Automations› WorkflowsPick what moves the card
Add a trigger, for example Customer booked appointment, or an opportunity trigger filtered to a pipeline and stage.
Move it
Add a Create Opportunity or Update Opportunity action and choose the stage it should land in.
Publish
Save and publish, then book a test to watch the card move.
When it's done
Cards move to the right stage on their own, so the pipeline shows where every job is.
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