Moving between Deal Stages

[MClifton]

We have different stages assigned to different people in our Deal Pipeline.  How do we move a deal between stages so that the next person is automatically assigned after the current stage is completed?  How do we track the number of days that a deal has spent in each stage and at a given point in time, where in each stage the deals in the pipeline are located?

[Alex_Elborn]

Hi @MClifton , I'll answer your question in two parts.

1. How do we move a deal between stages so that the next person is automatically assigned after the current stage is completed? You would need automation to do this. The trigger would be based on deal stage and then you can set the deal owner property to whoever you need it to be.

2. How do we track the number of days that a deal has spent in each stage and at a given point in time, where in each stage the deals in the pipeline are located? You can create a custom deals report including deal name and time in stages - all stages properties. This will show you how long each deal stayed in each deal stage. In regard to seeing where deals in the pipeline are located, the deal board itself should show you this in a live format!

Hope that helps!

Alex Elborn Head Of Marketing Intergage Marketing Engineers 01202 684 009 aelborn@intergage.co.uk marketing-engineers.co.uk