Quick Rules is the whole set of auto-advance triggers on one screen. Instead of opening each stage in turn, you see every trigger listed and pick the stage it should move a contact to.

How to use it

Each row is a trigger — an enquiry submitted, a sale completed, a review received. Choose the stage beside it and the rule saves straight away. Choose — No stage — to switch a rule off.

If the screen tells you to add a lifecycle stage first, that is exactly what it means: there is nothing to move contacts to until the stage list exists.

The safety rail

A rule only fires when the stage it names is further along than where the contact already is. Contacts never regress, so a customer who sends a new enquiry is not demoted to a prospect — the rule simply does not apply to them.

A sensible starting set