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kate12
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kate12
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June 13, 2025
Reply to Building Company funnel based on Contact properties
We have numerous contacts for each company in our CRM but only 1-2 of them will carry us through closing a deal, so the company lifecycle stages aren...read more
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kate12 on June 13, 2025
Building Company funnel based on Contact properties
I'm trying to create a funnel that tracks from contact created to deal closed won, using contact lifecycle stages for the first half and company deal stages for the second part. The issue is I want to keep the reporting at company level through the read more
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