Adding a Deal Stage and Possible Consequences
Mar 16, 2020 6:57 PM
If we wanted to add a deal stage what potential impacts would there be on the existing pipeline and on reporting?
Specifically, I'm being asked to vet adding a Closed Nurture stage that will help separate out deals and associated companies that need to be put into nurture vs. those that are truly Closed Lost. I have seen other posts about this topic on here but some of the pushback I am getting about using Lead Status is that we can't make it a required field upon deal closing since it isn't a deal property.
Any thoughts are appreciated.