Pipeline · Growth & Scale
Your pipeline updates itself
You know the chore: send the email, then go flip the lead's status by hand. Stage Sync does the flip for you: right after each send, one step forward, in the exact order you set.
You define the path. Ervona only ever moves one step along it.
Turning it on
- In Settings → Engine rules, switch on Advance status after each send.
- Pick the record type. Leads and deals are set up separately, because they use different status fields.
- Type the field's name exactly as your CRM shows it, then list your stages in order, for example: Attempt 1 → Attempt 2 → Application Out.
- Recommended: when you're on a lead, the console offers Map status advance. Click the edit pencil, the dropdown, and Save once (~20 seconds) so Ervona knows exactly where they are on your layout. Once mapped, that card goes away.
The promises it keeps
- A lead whose status isn't in your list is left alone. Ervona never yanks anyone out of a stage you didn't include.
- It moves a lead only after the email actually sent. Skips and failures move nothing.
- One step at a time. Never two, never to the end.
- Every status change lands in your report, so there's always a paper trail.
Stage Sync comes with Growth and Scale. On other plans the switch stays off and statuses are never touched.