Hola! ¡Tenemos nuestra Comunidad en Español!

Deal Stage Descriptions

To unify a sales team, it would help to include an explainer of what each Deal Stage is used for. By adding a description to the Deal Stage, each salesperson can be clear what the stage is used for.

 

For Example - If Deal Stage 2 is "Phone Needs Assessment" - I might want to hover over that Deal Stage Name and see the description in a pop up that says: "Carry out a needs analysis of the prospect's business to prepare for a demonstration. Understand the prospects needs to showcase the solutions that will build upon their needs."

3 Replies
Jness07
New Member

I really like this idea.  It would also help when new reps are brought in they can quickly have a description at their finger tips and not have to spend time searching around to see how their organization defining each step of the process.

sdevisser
New Member

I really like this idea. I also think adding a customizable description to the "Lead Status" would be very helpful. This way you can give a better explanation as to what that status is and how the team should be using is. It'll clear up confusion for anyone who is new.

Issen007
New Member

I'll like this idea, so next to each stage I want to have a (i) sign that I can however and the descriptions come up about this stage.

 

So under Settings -> Sales -> Sales Pipeline I want to have a description section also where I can have my text inserted.

Or via RestAPI connected to my Wiki so I can refering to a Wiki link to that text.