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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.

Stage Sync settings: the status order Ervona walks, one step at a time
You define the path. Ervona only ever moves one step along it.

Turning it on

  1. In Settings → Engine rules, switch on Advance status after each send.
  2. Pick the record type. Leads and deals are set up separately, because they use different status fields.
  3. 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.
  4. 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

Stage Sync comes with Growth and Scale. On other plans the switch stays off and statuses are never touched.

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