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Created by Guest
Created on Aug 14, 2018

On Hold Options for pipelines

Most pipelines, both Opportunity and problem will need some sort of onhold stage that leaves the pipeline where it is, but that doesn't count as a closed stage

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    Andrew Ardron
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    Feb 5, 2021

    You can effectively do this by creating a closed status, with a neutral outcome. Neither won nor lost, just closed. This can be temporary, because you can of course come back and re-open it by changing the status in the future. It's also possible to set a follow-up/recall date for closed problems and opportunities. So this would seem to suffice for this requirement.