Sales Pipeline / Automations

I have an automation setup to create a project when an opportunity is moved to Closed Won. I'd LOVE if the new project would bring over any info from common fields, as well as any Notes. Today I have to manually process that.

Along with the option for Project Completion - allow for the "Wait for" and "Decision" triggers to include TASK completion.

My VA does lead generation activities for me. I only put the ones that reach proposal stage into sales pipeline so that it doesn't get too overcrowded. It would be great if I could set up additional pipelines that can be used for a different purpose such as this, and then be able to move a prospect from one pipeline to another if it progresses.

It would be great if we could have an automation that creates a contact from contact/scheduling form submissions. At present they only exist in the pipeline or notification. It would be useful to be able to automatically store their details to be able to contact them again at a later date.

Instead of having to start from scratch, have a few preset templates for setting up automations for the typical tasks of a new prospect reaching out to the freelancer e.g. Complete website form, send agreement etc. Following along this youtube video, this as a template instead of me having to pause and build would've been super helpful. https://www.youtube.com/watch?v=Dzf8wm5aA4A&list=PL90Xcymu1r_dNaGHMP89ABiLngLN4lW7M

Add an option in workflows to Require approval before sending. Automation creates the invoice or agreement, user approves it and the automation continues.

When a tag is added to a client, it would start an automation. This way, it is possible to do onboarding.

If Moxie would add automations for the client side, projects, not just opportunities/pipeline, that would rock my world and save me soooo much time! I spend 90% of my time working on the client side of things, not pushing people through a long sales pipeline. It only makes sense to be able to automatically send an email or bill or respond when someone fills out a project-related form. I’d pay double my yearly subscription if Moxie automations worked on the client/project side— having a change in a given project’s status firing an automation.

Ability to select bulk Opportunities at once & perform task like mass delete, mass change stage etc

Particularly for existing clients, it would be helpful to be able to change an opportunity into a project. Because this is an existing client, I'm not going through a formal proposal process or anything. I enter projects as opportunities until I receive the official work assignment from them (I'm covered by an annual agreement, so there isn't a new contract every time), but then have to create a new project once that assignment is received. It looks like I'd also have to go back to the opportunities page to set something as complete, even if I mark the project complete? (Again, projects for existing clients)