As is the typical sales and prospecting process, certain and most data points are not entered initially, but as the Deal goes through the pipeline.
- Different pipelines have different Data points.
- Different stages within each pipeline have different Data points
- Leads typically won't need / use even half the Custom fields needed for a deal.
The result of having unneeded Fields in the Detail view in stages they're not needed/useful is unfilled custom fields and inconsistent data entry. This is more than annoying, it's resulting in a broken and cluttered workflow.
I went in the Leads view and saw all... (More)