How to create automatic lead advancement rules
Make the funnel cards change stages on their own when the contact replies, schedules, opens an email, or receives a tag.
1 min readBasicUpdated on November 12, 2026
Where to find it in Cognizy
Video lesson coming soon. For now, follow the steps below.
On this page
With advancement rules, the funnel updates itself without anyone dragging cards. You say which event moves the contact and which stage it goes to.
Where to find it in Cognizy
Step by step
- Step 1:
In , open the funnel and click Advancement Rules.
- Step 2:
Click Add Rule.
- Step 3:
Give the rule a name. In When (trigger), choose the event, such as Lead Replied or Scheduled Meeting.
- Step 4:
In From Stage, choose where the card moves from, and in To Stage, where it moves to.
- Step 5:
If you want, set a condition and an extra action, such as adding a tag. Click Add Rule, at the bottom of the form.
- Step 6:
The rule is added to the list in the window. From now on, anyone in New Lead who replies moves on their own to Engaged.
How to know it worked
The rule appears in the Advancement Rules window, and cards start changing stages when the trigger happens.
If it goes wrong
The card didn't advance.
Check that the contact was in the stage set in From Stage and that the trigger actually happened, for example a reply in the funnel's channel.
Next step
Move cards by hand when needed and mark who converted.
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