Avoiding sales moving opportunities stage backwards.
IvanM
Member Posts: 2 VERIFIED MEMBER
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Hello,
I have detected quite a lot of opportunities that sales move backwards for reasons that are not aligned with the behaviors we want to have in the team.
Is there any way to avoid a sales moving opportunities backwards in the funnel?.
Thanks,
Iván.
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1
Answers
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Hi @IvanM! You can use Automations feature so that deals can only be moved to certain stages if some criteria is true.
See a simple example:
Hope it helps!
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How would you do this, if you have email automations triggered for each stage, its going to send the same email twice?
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