Pipeline Modification - Buying Center
G
Gabe .
I have 2 CRMS with you guys. One is for our BUYING center and it would be ideal for the PIPELINE to reflect the following "Engaged, Visit, Offer, Purchased, Paid Off" Also, ideal for the purchased (Dead - Bought by dealer) to properly track on the pipeline
Shelby Parker
Hello Gabe .! I have a few more questions for you:
- Can you provide more details on how you envision the 'Dead - Bought by dealer' status to be tracked in the pipeline?
- Are there any specific metrics or data points you would like to see associated with each stage of the pipeline?
- Would you like any notifications or alerts set up for transitions between these pipeline stages?
G
Gabe .
Shelby Parker would be ideal if when marked like that, it would track on the pipeline for the buying center this. Thus it would track towards purchased.