Add ability to choose which deal stage(s) are considered active vs. inactive
Comstock Construction is wondering if it's possible to have the ability to add or be able to update which deal stages are considered active vs. inactive.
Use case is:
Within our deal stages we have a “no opportunity” option, which for us means that we have either passed on the opportunity or the opportunity is dead (meaning it was not won or lost), is there a way to make “no opportunity” an inactive stage, similarly to “won” and “lost”?
Where this becomes an issue for them is largely in the dashboard report and any list views when reporting on dollar values for their "active" pipeline.
1
vote
AdminAshley Whitney
(Director, Customer Experience, Pipeline)
shared this idea