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Move Opportunities One Stage at a Time

What does the workflow "Enforce Stage Progression" do?

Engineering Swantide avatar
Written by Engineering Swantide
Updated over 2 years ago

This Workflow requires that reps move Opportunities one stage at a time and cannot skip stages in the deal cycle.

This workflow is beneficial in that it allows for more thorough reporting on progression through the stages of your sales pipeline. In order to get valuable metrics like Funnel Leakage, Opportunity Progression, duration, and velocity -- we recommend this Workflow to every Swantide customer!
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Note: this only enforces the Stage Progression of linear stages - you will be prompted to select your closed lost (non required) stages upon deployment.

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