Store in a numeric custom field how long deals were in a specific stage
Hi,
In order to evaluate our team's response when deals come in, I would need to store how long each deal stays in a specific stage. It sounds easy but haven't found any built-in functionality to do it. I am OK to do it with Make (integromat) if that would help.
Has anybody done this before?
Thanks
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Comments
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Hi @Rod -
You can also do this using Workflow Automation and custom date fields. If this is all related to stage changes, then your automation could be that when a deal stage changes from X to Y, update the “Y Stage” date field to today’s date.
Please feel free to reach out if you would like additional support.
- Liz
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