How can I notify companies about moving them to the next/another funnel step?

No automatic notifications are sent to companies whose applications you move in your deal room funnel. However, to notify companies about moving them in the funnel or to contact companies when moving them in the funnel, you can turn on application move emails from funnel setup if you click on options menu of the step where you want to turn on application move emails and choose 'Triggers'. You can choose if application move emails are required or optional, meaning you correspondingly can or cannot move companies also without sending them an email. When application move emails are turned on, you will see a popup where you can send an email every time you move company applications to the step you have turned on application move emails. You can create and edit email templates in deal room preferences. When moving the application correct email template appears if you have given email templates certain names in format ‘Move to {funnel step name}’. Please keep in mind that step name should be written exactly as it is in the funnel. Using these email template names allows you to send application move emails with one click only.

Can I indicate the purpose of archiving an application/moving an application to a specific funnel step?

You can add a reason when moving an application to specific funnel steps/any funnel step by using the application move commenting feature. You can turn on application move commenting from funnel setup if you click on options menu of the step where you want to turn on application move comments and choose 'Triggers'. You can choose if application move emails are required or optional. By default, the dialogue for adding a comment is displayed when moving a company to the step you have turned on application move comments. If you have made application move commenting optional, you are able to move applications to steps where application move comments are effective also without adding a comment. If you have made application move commenting required, you are not able to move applications to steps where application move comments are effective without adding a comment.
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