Feature Request Summary:
Currently we are able to rename the pipeline end stage "unqualified" to another name. But when we move a deal to that stage, the Edit Deal interface still asks for "Unqualified reason" rather than "[New stage name] reason".
Ideal setup would be for the edit deal interface to carry over the name of the stage into the name of the deal field "[New stage name] reason".
The end stages of our sales pipelines are best described as Won, Lost, or No Decision, rather than Won, Lost, or Unqualified. We were able to change "Unqualified" to "No Decision" in the name of the stage, but when we move a deal to the stage No Decision, the edit deal interface still asks for "Unqualified reason".
Business impact of limitation or missing feature:
Our agents have to remember that when they are asked for "unqualified reason" it actually means "no decision reason". Our reporting is also now misaligned with our actual stages.
Please sign in to leave a comment.