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Darshan Bachhawat
Chief Commercial Officer

Report to understand # of deals entering a stage for the first time

Hi, I'm trying to use the Insights reporting and specifically the Deals Progress report to identify which deals entered into a certain stage in a given month. For example, we have Stages named Active Lead --> Engaged Lead --> Decision Maker Engaged. I'm interested in seeing how many deals are going into Engaged Lead from Active Lead. This tells me how many new qualified opportunities my team is creating each month. I am using the "Stage Entered" field in the report, but the problem is this also captures deals that moved backward (i.e. from Decision Maker Engaged back to Engaged... (More)

Octavio Yoshio Hozawa
Executivo de Vendas do Mercado Livre

CRM, para que serve?

Octavio Yoshio Hozawa
Executivo de Vendas do Mercado Livre

Qual a diferença entre Mercado Shops e eShops?