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Is it possible to automate marking deal as 'lost' if it's rotting for 30 days? or if it's been in the same stage for 30 days?
Is there a workaround on assigning a deal to two pipelines? I have process with two parts. presale phase and install ... the two phases/pipeline. thoughts pls?
I've been scratching the head for a while on what to do with old deals that we didn't win? Right now, we move them to a ... months later and keep the history?