Changing Won Deals' Stage Names

Catherine Fotheringham
Catherine Fotheringham Member Posts: 3
First Anniversary First Comment
edited March 2023 in Sales CRM #1

I know it is possible to change phase names within a pipeline, but I would like the ability to do this separately for Won deals. If I try and change Won deals phase names, it changes the Open deals names too. We want to be able to have for example, Project Planning, Project Scheduling, Project Execution.

At the moment I have set up a separate pipeline for Won deals, but this skews the data insights and reporting.



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