06-29-2017 06:18 AM
06-29-2017 07:12 AMSolution
We can edit the Status under Deal Details: in the Deal Details page> click Stage> edit there.
In this way, the Status will vary with Stage.
If I am off your way, please feel free to reach me.
03-27-2018 04:39 PM - edited 03-27-2018 04:46 PM
Deal Stage for Open Deals needs more steps than just "In-progress". The stages or steps need to be customizable so that different industries and salespeople can organize their deal pipelines for their particular sales process.
For example, we are a commercial real estate company and our "Open Deals" follow these successive stages:
So, we need to make the deal status for each open deal one of these 4 stages. Then we can sort and organize the many, many deals we have in process.
by Brandon Berger on October 11, 2017