Organizing contacts by deal pipeline status
Jun 12, 2017 10:47 AM
Quick question for the community that I can't find the answer to:
I am looking to add a column to the contact list (effectively just a property to contacts) that will allow me to organize them by status(es) of the deal(s) they are associated with in our sales pipeline.
For example, we want to be able to identify all our contacts in the system who are connected to deals that are in the "Lost" column in our sales pipeline.
Is there a way to create a field for customers that updates automatically based on what stage in the pipeline their current deal/s are?