Who can use this
- RevOps, sales operations, CRM owners, and admins with CRM permissions.
Before you start
- Use a CRM account that can read and update the fields Ergo needs.
- Map properties, pipelines, and stages before enabling broad CRM automation.
- Test changes on one record before rolling them out.
Steps
- Confirm whether your connected CRM supports direct stage edits from Ergo.
- Reorder stages to match the source CRM process.
- Check whether deals currently sit in a stage before deleting it.
- Resolve CRM-side drift before making additional edits.
- Retest board filters and a single CRM update after the change.
What to expect
- Edit-mode changes can write directly to supported CRMs.
- Deleting a stage can also remove or update stage references in Ergo configuration.
- Stage display order and stage IDs are separate; both matter.
- CRM-side stage changes may require a manual resync before Ergo’s configuration reflects them.
Common issues
- A CRM admin already changed the stage in the source CRM.
- A deleted stage still has deals or exit-point references.
- Stage names were reordered but descriptions were not reviewed.