Pipeline Stage Descriptions

ACB
ACB Member Posts: 7 VERIFIED MEMBER
Name Dropper First Comment First Anniversary
in Ideas and Product Feedback #1

We recently redesigned our pipelines according to specific criteria. It would be useful for the team to be able to refer to a description/instructions for pipeline stages (as an easy reminder).

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  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,603 VERIFIED MEMBER
    1000 Comments 250 Likes Fourth Anniversary 25 Answers
    #2

    I don't think this will be prioritized anytime soon.

    Best to create a training document for your team with flyers they can stick at their desk.

  • Billinter
    Billinter Member Posts: 2 NEW MEMBER
    First Comment
    #3

    So - what about it? When using multiple Pipelines, we need the user to understand the meaning of the stage and when an opportunity should be moved.
    Allowing us to attach a simple description to the stage is a useful online feature.
    Suggesting to create a hardcopy training document with flyers to stick on my desk seems so 1980s - back to our Filofax
    You can do better

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