Avoiding sales moving opportunities stage backwards.

IvanM
IvanM Member Posts: 2 VERIFIED MEMBER
First Comment
edited April 2024 in Workflow Automation #1

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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Answers

  • IvanM
    IvanM Member Posts: 2 VERIFIED MEMBER
    First Comment
    #2

    Hi

    No one aware or interested on this one?.

    Thx!,

    Iván.

  • Nuno Oliveira
    Nuno Oliveira Posts: 89 VERIFIED MEMBER
    Third Anniversary 25 Likes 10 Comments Name Dropper
    #3

    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:

    Screenshot 2023-07-14 at 16.02.57.png

    Hope it helps!

  • Dael Redmond
    Dael Redmond Member Posts: 4 VERIFIED MEMBER
    First Anniversary First Comment Photogenic
    #4

    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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