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)

One thought on “CRM 2011 – Video Sales Stage Dates and workflows

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s