Product Suggestions
i think for a lot of customers, even when a sale is won, you might want to know which stage it got to before being won. I think we should probably just have an option for each pipeline that says
"automatically enforce each step in the pipeline when:
a) closing with a positive outcome
b) closing with a neutral outcome
c) closing with a negative outcome
d) changing between active status' within the pipeline.
by default all of these should be off, except perhaps (d). but we could then turn them on for specific customers (e.g. metalock).
Depending on how far we want to go, You could even have 3 options:
Do not enforce / Manual / Automatic
where "do not enforce" just lets you skip, "manual" greys out (or filters from the list) everything but the next step, or everything but the next step and the final step if some of the closed statu's arent set as "manual". Whereas automatic allows you to choose any stage in the pipeline but then steps you through them (like we do at the moment).
