How can I update the pipeline and stage fields automatically after sending a mass email?

The pipeline and deal stage can be automatically updated through follow-up actions (field updates) after sending mass emails.

When sending the mass email you can select the follow-up action by selecting the trigger for the action (email clicked, opened or bounced), then selecting Field update, selecting either Pipeline or Stage and selecting the pipeline or stage type to update to.

Note: Pipeline and stage fields cannot be updated if they are used as lookup fields in other modules, like Contact or Accounts. You can only update a file when a mass email is sent for records which are in the Deals module.

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