How does Zoho Sign help me to trigger change for state of pipeline
Hi guys,
I kindly wanted to ask that how I can use Zoho Sign to trigger a status change in the pipeline. Here's my scenario:
These are my 3 states for after the PoC process.
What I want is to trigger a status change by using Zoho Sign. When I click on Send With Zoho Sign button for an account that is in Negotiating after PoC state, that account should be skipped to the next status which is Contract Review automatically. How is that possible? I don't want my agents to put it manually. When they click on button and send the document by using Zoho Sign, it should be automatically triggered for a next phase.
Thanks in advance,
Mustafa
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