We have a SaaS business and we use HS to track deals from early stage until close. Once a deal is closed, there is an implementation process to get a new customer live with our product. We’d like to track how each deal is progressing in the implementation process in our CRM so we can understand areas where deals are getting stuck.
We thought having a second pipeline for integration, with the various integration milestones would be an elegant solution, but since the same deal can’t be in two pipelines (a sales pipeline and an integration pipeline) this solution gets messy and overcomplicates our data.
Wondering if it’s best to create a cusom field with the various implementation steps. If we did that, is there a good way to create a pipleline style report that would show where deals our in our process?
Hi @jons47 ,
Yes, we cannot have one single deals in two pipelines so I will advise you to go fror your idea to create various properties for all the steps and update them according to the satges. While creating the deal pipeline and the stages, you can make those properties *Required: Screenshot by Lightshot Deal Settings | Loom
So when you will move the deal onto the next stage, it won’t move untill and unless that property is updates. These properties will pop-up on the deal pipleine like this: Deals | Loom
Hope this helps!
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Thanks and Regards.