3 risposte
So it sounds like it's better to keep it all in Opportunities and create one for each prospect. I originally set the opportunity path up to do that with early stages of qualification and cultivation before moving into proposals and won and lost. I thought I would have every prospect have an opportunity path whether they had a proposal or not but the company handling our implementation told me I should only have an opportunity for someone if there is a proposal on the table so then I was rethinking my choice. With the opportunity path, I can run reports for how long they are in a stage and forecast from it also. I don't think I can do that with prospect stage.
