Is there a workaround on assigning a deal to two pipelines? I have process with two parts. presale p

Wally Arida
Wally Arida Member Posts: 1
edited July 2022 in Sales CRM #1
Is there a workaround on assigning a deal to two pipelines? I have process with two parts. presale phase and install phase. And stages for my deals overlap in the two phases/pipeline. thoughts pls?
Tagged:

Answers

  • Martin_3329
    Martin_3329 Member Posts: 6
    First Comment
    edited July 2022 #2

    You could use automator to duplicate the deal and then perhaps move and rename it

  • Sam Aparicio
    Sam Aparicio Member Posts: 10
    Second Anniversary First Comment Photogenic Integration Partner
    edited July 2022 #3

    I think a better approach would be to create a new deal at the beginning of the 2nd pipeline when the deal closes in the first pipeline. 

Categories