Conversion rate of pipelines
Aug 23, 2019 8:55 AM - edited Aug 23, 2019 8:56 AM
I use 3 different pipelines to organize SDR, Sales and CS activities and I would like to connect them in the funnel to analysis the conversion rate of one to another.
Also, when I pass the deal to another pipeline I lost information in the funnel of the first pipeline.
Have any way to solve this? Maybe with a Funnel with two or more pipelines OR the possibility to duplicate a deal to have one deal in the SDR pipeline and another in Sales pipeline.
I thought in duplicate the Deal because is very important to me the note body associated in those Deals. I couldn't find a way to create a new Deal with the same properties and same note body associated.
Can someone help me, please?