Track Opportunity Sales Stage History

Dian TaylorDyn365CE4 years ago7 Views

I was building out an environment for a sales demo last week where one of the requirements was that the prospect wanted to only track sales stages for opportunities. They also wanted to be able to track the amount of time an opportunity had been sitting in any particular sales stage. I’ve heard this request before so I had my solution ready, which I will discuss in this article. ThisRead…

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Track Opportunity Sales Stage History

I was building out an environment for a sales demo last week where one of the requirements was that the prospect wanted to only track sales stages for opportunities. They also wanted to be able to track the amount of time an opportunity had been sitting in any particular sales stage.

Blog Syndicated with Dian Taylor’s Permission

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