You’re offline. This is a read only version of the page.
We currently do not have a closed stage - we just leave opportunities in the stage they were closed from with status won or lost
This makes no sense to me!
I understand from a data normalization perspective we can look at opportunities from both lens of status and stage - but does not make sense to me from a logical/user experience perspective.
Am I missing something?
Their concern about adding a closed stage - is upgrade to new version and functionality moving to support a linear sales process that is always moving forward to the end.
We have a nuanced sales process - which involves some branching - but they are concerned that as we can close as lost from any stage and this would take up all of the branching available (I believe we are limited to 5 in upgrade version) - if process is not re-designed.
I would think we need to re-design sales process on the back-end to align with linear design - but still add in closed.
Apologies for the wordy question - any insight here as to native functionality or best path forward??
*This post is locked for comments
I have the same question (0)I'm assuming you're talking about Stages in Business Process Flow. When you close an opportunity as won or lost, the Stage is not updated to the "Close" stage (or may be the last Stage in the BPF), it's CRM default behavior. Because it depends on each business requirement, in some flows the client wants to keep the stage, and in other flows he want to update the stage accordingly to some conditions.
In your case, if you want to automatically update the flow to the 'Close' Stage, when an opportunity is closed, you would need to write a plugin to be triggered when there is a Win or Lose message on Opportunity entity.
Share
Report
All responses (
Answers (
450
