Avoiding sales moving opportunities stage backwards.

Options
IvanM
IvanM Member Posts: 2
First Comment
edited April 24 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.

Tagged:

Answers

  • IvanM
    IvanM Member Posts: 2
    First Comment
    Options

    Hi

    No one aware or interested on this one?.

    Thx!,

    Iván.

  • Nuno Oliveira
    Nuno Oliveira Posts: 90 PIPEDRIVE TEAM
    5 Likes First Anniversary Name Dropper Combo Breaker
    Options

    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!

  • Dael Redmond
    Dael Redmond Member Posts: 3
    First Comment Photogenic
    Options

    How would you do this, if you have email automations triggered for each stage, its going to send the same email twice?

This discussion has been closed.