Is it possible to show the steps of the Sales Pipeline according to the Sales Team or Business Unit?
For example:
Sales Team A - Prospect -> Qualifing -> Developing -> Negotiate -> Close -> Post Sale
Sales Team B - Qualifing -> Developing -> Negotiate -> Close -> Post Sale
Sales Team B - Developing -> Negotiate -> Close -> Post Sale
I'm using Dynamics CRM 2016, if so, how can i do it ?
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Hi,
If I understand your requirement correctly you want to show the stages according the team.
By team meaning Is it a owner team or access team.
If the team is a lookup you can write custom logic in javascript and use the switch process functionality.
you might have to create 3 Business process flows and switch them according to the team value.
Please refer to the following link
dynamicsofdynamicscrm.com/.../change-business-process-flow-using-javascript
Thanks
Phanidhar
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