Apr 05 2017 01:41 PM
Apr 06 2017 03:53 AM
Does “custom deal should be synced to others” mean that a deal with custom Stage filter (as shown below) can be shared with others? If yes, based on my test, if you share and then delete it, others can still see it, but it will not show up normally.
If you would like to know whether you can access this custom deal under the same account on different computers, the answer is yes. Custom deal phases can be synced to another computer.
Apr 06 2017 05:12 AM
I would also like to know if my personalized list of available phases actually syncs to others thus setting a potential standard - so all others simply find the same list in their interface, or else, everybody needs to manually customize to the same list according to a pre-agreed standard.
Apr 07 2017 02:27 AM
I agree with you.
As for this behavior, I will do some consult. After I get some updates, I will reply to you.
Apr 07 2017 08:07 PM
Now, the custom stage should be synchronized to others for shared deals.
If the issue persists, please try to update the shared deal and check whether other users can see the custom stages.
Jun 08 2017 02:38 PM
I am a bit confused. If I create a customized deals stage will it sync with others on my sales team so at the end of the day we will ALL have the same stages within deals?
Thanks for clarification.
Jun 08 2017 08:38 PM
The answer is yes. After you create shared deals, the custom stage should be synchronized to others.