I have a question about using deal workflows.
For example, after the deal moves to stage - solution design the sales rep needs to peform 3 task - validate budget, business value, and technical requirements. I am trying this out but wondering if others have used deal workflows - limitations and other ideas. Thx
Hi @NBisarya,
Thanks for reaching out to the Community!
I’ve moved your reply to a new thread to make sure it gets visibility among our community members.
Would you be able to share a screenshot or two of your current workflow configuration? Are you trying to tie in these 3 tasks with automation? The more information you can share on your current workflow and sales process set up, the better the community can assist.
Thank you!
Best,
Kristen
hi i had same question, and the best thing i found was to create a deal property , and choose type = multiple dropdown checklist. , and then make that property a required field to move to the next stage.
