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Created by Guest
Created on May 29, 2018

Additional settings attached to a pipeline

For a specific pipeline you should be able to set a whole set of defaults to make the logging of problems and leads easier. e.g. when you put a lead into a pipeline of "Add-on Sale" it should set the type to "add-on" it should set the close date 30 days in the future, it should set the analysis to "Direct" etc. 

 

This would be useful internally but I think this would be really useful for customers as well and would help the speed of logging leads and problems. 

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