I see eligibility rules for groups but not branches. I know I can change a branch with a CSV file or assign a branch based on an additional field at creation. I am struggling to find a way to automatically change a branch based on any conditions.
Use case:
- User enters the system as a potential consultant, placed into the “Potential” branch.
- When they meet certain criteria, they move to the “Consultant” branch.
If I can capture the criteria, can I automate the switch?
If I setup the creation based on an additional field, will it update current users’ branch based on that field changing?