Tracking Time In Each Stage Of The Sales Cycle

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  • Опубликовано: 12 дек 2024

Комментарии • 5

  • @MonetAllDay
    @MonetAllDay 2 года назад +2

    Thanks so much for this video! Really helped me with a huge project that is working very well now :)

  • @AndrésRiaño-c3m
    @AndrésRiaño-c3m 11 месяцев назад

    Hey, thank you so much for the video. I have a question: Is it possible to track progress in option 2 in hours instead of days?

  • @harleybliss8644
    @harleybliss8644 2 года назад

    Hello, I have created this in our Salesforce org for a custom object we have called “pricing requests”. I am wanting to track the time in each stage as you show in this video and on the OPfocus webpage. The issue I am having is the new “request stage change record” is being created when changing the stage manually; however, it is mot creating a record if the stage is changed by another process builder or approval process. Any advice on this?

  • @ChoBoTa
    @ChoBoTa 2 года назад

    instead of a field for each stage can you help me know how to create a single field which displays duration of current stage?

  • @mnmlbaez
    @mnmlbaez 2 года назад

    not a great instructor.