Stage automation watches conversations and meetings for stage-advancement signals. E.g. “demo booked” → Demo Scheduled, “pricing sent” → Proposal Sent, “agreement signed” → Closed Won. Advancements always show up in your approval queue unless you set an auto-approve threshold.Documentation Index
Fetch the complete documentation index at: https://docs.octolane.com/docs/llms.txt
Use this file to discover all available pages before exploring further.
Pipelines and deals
Stage automation
Auto-advance deals based on real conversation signals.