More tags other than WON and LOST

Marco_7594
Marco_7594 Posts: 1

Hello, 

would it be possible to customize the tags WON and LOST? For example, I could pass a deal to another department, or simply put it into a "wait" state. I'd like to be able to see that visually on the board, as I do with the green "won" deals.

Thanks!

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  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited July 2020 #2

    Hi @Marco !

    Currently it's not possible to edit or create deal status like "open/won/lost/deleted", but I can think of some alternatives: 

    • create a "wait" stage in your pipeline and move those deals there.
    • if after you've marked a deal as won or lost you need to pass it on to another department, you can move the deal to another pipeline that reflects that department (or duplicate the original deal and move the copy to the secondary pipeline).

    Learn more here:

  • Leandro de la Torriente
    edited July 2020 #3

    As far as the "wait" state goes.  I created a reason for lost as "On Hold" then I can search for lost projects on hold.  The way I view it, if the customer wants to wait longer than typical sales cycle time, it's a lost deal.  You can always reopen it if needed.