CRM 2011 – Video Sales Stage Dates and workflows

Here is an excellent video from the guys at Zero2Ten

it runs through the sales stages and how to automatically add a date called sales stage date to an opportunity and have a workflow to automatically fill the value in.

This means you can track when the opportunity last moved into a sales stage.

It’s a good way to see the potential of workflows and how you can use them to encourage best practises and automatically fill in values (and avoid letting sales people forget to do it)