Oct 5, 2022 1:54 PM
Hi! In order to have the most acurate funnel conversion report, I'm trying to find a way to have previous deal stages as requirements for moving a deal further down the funnel.
For example - I don't want a rep to be able to move a deal from Stage 2 --> Stage 4 directly, it must first be moved to Stage 3, then stage 4.
I've played around with the required fields in deal settings, but requiring "entered deal stage x" activity does not seem to do anything.
Anyone have any thoughts?
Oct 5, 2022 11:50 PM