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Hidden Oppty Stage
Looking for best practice on this. In the Pipeline, both FINANCE and SALES play role in getting the deal FUNDED. Please advise on how to set this up to where both SALES and FINANCE can update the Oppty record. BUT Sales doesnt update to/fro Finance stages and vice versa
Create a sales process for Finance and Sales seperately to manage the stage picklist values.
Navigation:
setup --> object manager --> opportunity --> Sales processes
If this helps, Please mark it as best answer.
Thanks!!
Please advise. At what point can the groups get handoff? I envision the record ID being the same for both groups. Please let me know