If I send a Deal back to a Lead will the Deal information still be recorded for reporting purposes?
I want to be able to track my deals when they hit different stages. Will the deal stage still be included in an Insight report or Goal report if you send a deal back to a lead? Ex: I did a discovery call with a prospect which would count as a Deal stage for us. They are going to hold off for a while so I wanted this off my pipeline and sent back to Leads. I still want to count that stage as part of my KPI for the month.