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Status Shipped
Categories CRM App
Created by Guest
Created on Jun 4, 2019

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Associate specific Guttometer Values to Lead Status so it changes automatically through the pipeline

A customer would find it useful to be able to set a default guttometer value for each stage within the sales pipeline. For example a lead status of pushing to close may have a higher guttometer value than qualified. This would avoid the user having to manually update the guttometer as it moves through the sales process. 

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  • Admin
    Andrew Ardron
    Reply
    |     Mar 30, 2023

    When managing the Opportunity Statuses via the system settings, you can now set a Guttometer value for that status. When a user then updates an opportunity to that status, the Guttometer value will also then be automatically updated.

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0 MERGED

Add auto guttometer set column to lead status admin table

Merged
It would very very useful for the system to auto update the lead Guttometer based on what lead status has been selected/progressed to. A system option to turn this function on and off may also be beneficial. The ability to over type the Guttometer...
Guest almost 8 years ago in  0 Shipped
1 MERGED

Auto-update fields with pipeline status change

Merged
It would be good if fields like the guttometer were automatically updated when progressing through the pipeline.
Guest over 6 years ago in  0 Shipped
2 MERGED

Link Opportunity Status to Guttometer

Merged
It would be good to link the Guttometer percentages to the appropriate stages of the Opportunity process
Guest almost 3 years ago in CMS App, Websites & eCommerce 0 Shipped