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Topics#Project ManagerDomanda di Alexander Golovach
Alexander Golovach (Heritage Office Furnishings) ha fatto una domanda in #Project Manager
30 ago 2021, 19:18

Is it possible to have summarized stages for Opportunities? For example, to have Discovery as a stage, and have Discovery # 1,2,3 etc as substages?

I am working on a company-wide Salesforce integration, and we are looking to get the PMs on board. Since their workflow is outside the sales process, the stages need to be expanded, and I'm trying to do it in such a way that does not make a huge mess with 20+ stages that all users have to see. 

Any suggestions?

Thank you!

 

#Project Manager  #Sales Cloud  #Integration #Analytics

1 risposta
  1. Steve Molis (You Owe Me a Beer, Inc.)
    30 ago 2021, 19:23

    You could handle this a few ways:

     

    You could create separate Sales Processes and Stages for the different "types" of Opportunities your org has.  That way instead of every User seeong 20+ Stages, they only see the 6-7 Stages for their Sales Methodology 

     

    You could create a custom Picklist Field os "Sub Stages" and then setup a Field Dependency with Stage as the Controlling Field and Sub-Stage as the Controlled field

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