Create the best pipelinesSOLVE
Mar 15, 2019 12:23 PM
I am struggling with the pipeline stages that I have defined as follows:
"Demo Scheduled > Demo Completed > Pre-sales Trial > Proposal sent > Proposal Confirmed"
My issue is that the Pre-sales Trial is a paying one, which itself generates revenues.
In this scenario, when the pre-sales trial is confirmed I will have to move the card that has a certain amount of € to the proposal stage, that will have a different new amount.
What should I do??
1/ Replace the pre-sales price by the new proposal price?
2/ Make the sum of the 2 cumulated prices?
3/ Have a distinct pipeline for my pre-sales trials??
I am afraid to lose track of my different quotes sent and accepted/rejected and I don't know what is the best practice when I have multiple confirmed offers within the same pipeline...
Hope my question is clear,
Thank you for the precious help!
Thank you for the help!!
Solved! Go to Solution.