We have a SaaS business and we use HS to track deals from early stage until close. Once a deal is closed, there is an implementation process to get a new customer live with our product. We'd like to track how each deal is progressing in the implementation process in our CRM so we can understand areas where deals are getting stuck.
We thought having a second pipeline for integration, with the various integration milestones would be an elegant solution, but since the same deal can't be in two pipelines (a sales pipeline and an integration pipeline) this solution gets messy and overcomplicates our data.
Wondering if it's best to create a cusom field with the various implementation steps. If we did that, is there a good way to create a pipleline style report that would show where deals our in our process?