Tips, Tricks & Best Practices

PThakkur
Participant

Previous Deal stage to be tracked

SOLVE

Hi Community,

 

I just had a query that there are 6 deal stage in my instance and I want to track the previous deal stage. eg - X-Deal was created and its stage was Appointment scheduled and then it was moved Discovery stage and then to Closed won so now I want to see what my previous deal stage was. When it reached the Closed won then it should show the previous deal stage as Discovery. And suppose I directly moved the deal to closed won post creation then the previous deal stage should be NA or blank.

 

I also would like to see the time taken between the two deal stages.

 

Thanks!

1 Accepted solution
GRajput
Solution
Key Advisor | Platinum Partner
Key Advisor | Platinum Partner

Previous Deal stage to be tracked

SOLVE

Hi @PThakkur 

Yes it is possible through some custom properties and automation. You firstly need to create 3 custom properties for Previous deal stages and Dates and then create automation around the same .Stamp the dates with the help of step date and hence obtain the difference by time between in the calculation field . If more help is required then you can schedule a meeting and I will be more than happy to help you out.

 

Hope this will helps you out. Please mark it as Solution Accepted & Upvote to help other Community member.
Thanks!




Gaurav Rajput
Director, MarTech( Growth Natives)

Book a meeting


View solution in original post

1 Reply 1
GRajput
Solution
Key Advisor | Platinum Partner
Key Advisor | Platinum Partner

Previous Deal stage to be tracked

SOLVE

Hi @PThakkur 

Yes it is possible through some custom properties and automation. You firstly need to create 3 custom properties for Previous deal stages and Dates and then create automation around the same .Stamp the dates with the help of step date and hence obtain the difference by time between in the calculation field . If more help is required then you can schedule a meeting and I will be more than happy to help you out.

 

Hope this will helps you out. Please mark it as Solution Accepted & Upvote to help other Community member.
Thanks!




Gaurav Rajput
Director, MarTech( Growth Natives)

Book a meeting