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Customer experience | Sales, Customer Insights,...
Answered

Track when an Opportunity changes Pipeline Stage

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Posted on by 174

Dear Community,

I am trying to see when my opportunities moved from one stage to another. Has anyone come across such a case?

For example, my total pipeline is 100 opportunities, 20 of them are still in the Qualifying stage. I want to see when other opportunities have been "promoted"

Thanks,

Nikita

I have the same question (0)
  • Suggested answer
    Adrian Begovich Profile Picture
    1,027 Moderator on at

    Hi Nikita,

    You can obtain this information with the OnStageChange Event Client API.

  • Nikita Che Profile Picture
    174 on at

    Thank you, Adrian! Let me study it.

  • Verified answer
    Jacob.s17 Profile Picture
    464 on at

    Hi Nikita,

    Recommended solution: Use a workflow that triggers off of the Business Process Flow you are using.

    Here's what I have setup;

    entity: the business process flow we use
    trigger: on create, and on change of field "active stage"
    check condition: whether the BPF is set regarding a Lead or an Opp record (my BPF crosses both entities)
    update record: write the active stage name to the new field in each entity called "stage name"

    Works like a charm. Building upon this you could easily update a new field for "promoted date" referencing the process execution time, or create posts, or send emails, etc etc.

    Let me know if you found this helpful

  • Nikita Che Profile Picture
    174 on at

    Jacob, thank you! I am discuss this solution with my consultant now and will let you know what we decide to do.

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