I have deals starting at Stage one (this is where we identify their needs and move them through to the type of product they are creating.
If I add custom fields for each product they are purchasing, is there a way to break one deal into 2,3, or more?
Right now I have it set to when the deal is one, you move it to the correct pipeline for that specific product. However, if someone wants 2-5 products, then I do not want to have to recreate the client information for multiple pipelines.
Does that make sense? Any suggestions are welcome!