[crm] Handling loops in sales pipeline using stages
Asked by
Daniel Watkins (credativ)
Hello,
Our client has a sales pipeline that looks something like this:
New -> Write Quote -> Check Quote -> Send Quote -> Won
However, when in the Send Quote stage, the customer may require a fresh quote. The pipeline then moves back to "Write Quote" and proceeds from there. This can happen many times (so unrolling the loop by just creating identically named stages won't work).
I'd appreciate advice on how to go about dealing with this situation.
Kind regards,
Dan
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