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Good afternoon,
We have the stepname field in Opportunity where I know when to change phases.
Is it possible to do this in Prospecting? Which field can I take into account?
Tanks
Hello Kenneth Chaves how are you?
Currently, I currently have a business process flow that is born in the Potential Client, I qualify and it goes to Opportunity.
In Opportunity, I have the Pipeline Phase field (stepname) that brings the name that brings the value of the Business Process Flow Category, when I go to Prospecting, I also have the category, but I can't set it via workflow as you can in the Opportunity.
Thanks.
Hi,
Could you provide more details?
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