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Start Opportunities in the First Stage
Start Opportunities in the First Stage

What does the workflow "Start Opportunities in Stage 1" do?

Engineering Swantide avatar
Written by Engineering Swantide
Updated over a year ago

The workflow "Start Opportunities in Stage 1" allows for more thorough reporting on progression through the stages of your sales pipeline by requiring all Opportunities to be created in the first stage of your sales process. In doing so, this workflow ensures that all of your opportunities are created in the first stage of your deal cycle and cannot skip important entry points.

The Workflow to enable this in the App can be found here (Start Opportunities in the First Stage)

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