最近の検索

最近の検索はありません

Deal Creation - Different Stage to the Initial One as a Default

回答済み
image avatar

WhatsApp Connector

投稿日時：2021年3月08日

Hello,

A company might have detected that it is more suitable for them to set as the default stage when a deal is created a different one to the initial one (for example, qualification instead of prospecting). Would it be possible? It might still be interesting for that company to use the initial stage (prospecting) for certain circumstances.

Thanks. 

0

1

1件のコメント

日付
    image avatar

    Edgar Comper

    Hello Guillermo,

    When a deal is created, the first stage in your pipeline will be the default one. You can't delete it, only edit the name.
    However, the Sell Enterprise or Elite plan allows you to create multiple pipelines. That way, you can select which one suits your deal once it's created.

    Learn more here: Working with multiple sales pipelines

     

    0

    サインインしてコメントを残してください。

    お探しのものが見つかりませんか？

    新規投稿