Sales Pipeline | Pipeline Status Change Flags for Extensive Reporting

Summary:

Implement enhanced tracking and reporting capabilities for pipeline stage progression points, capturing data within the lead and making it available for comprehensive reporting.

Intended Outcome:

• Capture and track pipeline stage progression points directly within the lead.

• Enhance sales lead management by adding a toggle to flag statuses based on change or duration in stage.

Benefits:

• Improved reporting on pipeline stage progression and duration.

• Enhanced ability to identify leads that have stalled in a particular stage.

• Better insight into sales lead progression, enabling timely follow-up actions.