There are occasions in which a seller generates a deal from stages after the new opportunity, this because the contact is already a recurring customer or the seller already has the interest of this one defined.
It would be good if from any stage of the deal we could review the history of properties prior to the stage in which it is being created. It would help us to save steps and time for sellers.
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Q: How can we review the history of deal properties prior to the stage in which it is being created?
Short A: (see image)
Longer A:
n/a
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Best,
Frank
Please add @MFrankJohnson to your message if you’d like me to reply.
Hello! thanks for the info!
but we have several properties configured in each stage of the deal, what I meant with a history of these properties is that for example, if I create the deal from “quoted” show the properties added in the previous stages to register there and not leave empty fields that are mandatory in those previous stages.
Regards!
