How to Move a Contact Forward in an Automation

This guide walks you through how to manually advance a contact to the next step of an automation when they’re stuck in a holding pattern (like a time delay).

This is most commonly used when you’re actively communicating with a recruit and don’t want to wait for the system’s scheduled send time.

💡 This process starts in the Opportunities section of your Market Center Sites or Profit Share Sites platform.

---

When Should You Use This? #

Only force-move someone forward if:

• You are in direct communication with them in real time
• They are expecting the email/text that comes next
• You want to bypass a delay (like weekend or after-hours rules)

Example: A recruit is added to Kaplan Real Estate Education over the weekend, but the enrollment email won’t send until Monday at 10am — and you’ve already been talking with them.

---

Step-by-Step Instructions #

1. Find the Contact #

1. Go to Opportunities
2. Use the search box if needed
3. Click on the person’s name to open their profile (as opposed to elsewhere on the Opportunity Card to open the card itself)

2. Review Their Automations #

1. Scroll down to the Automation section
2. Click the arrow to expand it (it’s usually collapsed by default)

Here you’ll see every workflow the person is currently in.

3. Open the Active Workflow #

1. Click the workflow icon next to the automation name. This opens the workflow in a new tab. By default it’ll open the “Execution Log.”
2. Switch to Builder along the top.
3. Locate your contact in the workflow by selecting the “person” icon above the step.

In the example in the video, you can see they are sitting in a time delay (for example: weekday-only sending between 10am–4pm)

4. Force Move Them to the Next Step #

1. Select the checkbox next to their name in that step
2. Click the Run button

You’ll see a tooltip that says:

Move selected contacts currently in this step to the next step

That’s it — they’re instantly pushed forward.

---

Important Best Practices #

• ✅ Only move one contact at a time, unless you’ve been in real-time contact with multiple contacts.
• ✅ Only do this if you’ve spoken with them and they’re expecting communication.
• ❌ Don’t push people forward during odd off hours unless absolutely necessary.

Why this matters:

After you force the first step, all future reminders and check-ins will follow that new timing — so pushing someone forward at night or early morning can cause future messages to fire at awkward times. (example: you don’t want all future emails and text messages to that person to go out at 8pm on a Friday, 10pm on a Tuesday, 8am on a Saturday, etc.)

The built-in delays exist to play it safe.

---

Quick Summary #

If a contact is stuck waiting in an automation:

1. Open their profile from Opportunities
2. Expand Automations
3. Remove any extra workflows
4. Open the active workflow
5. Select the contact
6. Click Run to move them forward

Use this only when you’re in active communication and want to accelerate the process.