Pipeline specific Default Deal Properties

+1 from me.

I can see real use for the powerful pipeline tools outside of the sales stage, such as where there are processes to be completed after a sale is complete.

Use case: Onboarding pipeline

  • Deals get moved from won on the sales pipeline to the onboarding pipeline (When deal is complete, create a new one on the 2nd pipeline)
  • The onboarding team would move the onboarding pipeline ‘deal’ through the stages to get the customer set up and going with our product
  1. The sales pipeline needs to see default fields like amount, deal source, close dates, business types, etc
  2. The onboarding pipeline needs to see default fields like, date of onboarding start/close, onboarding owner and other administrative tasks.