Any ideas on pipeline stages that work for a service and product? We're limited to one pipeline with the free crm but sell both services and products. Stuck on how to get this to work for us.
Your only options really on the free CRM are to use custom deal properties and/or naming conventions to distinguish between service and product sales. EIther should let you create filtered views that show only one or the other.
Your only options really on the free CRM are to use custom deal properties and/or naming conventions to distinguish between service and product sales. EIther should let you create filtered views that show only one or the other.