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book a call get_and_create_or_update_pd_deal to apply the deal to a different stage #129

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PrenSJ2 opened this issue Dec 14, 2023 · 1 comment
Open

book a call get_and_create_or_update_pd_deal to apply the deal to a different stage #129

PrenSJ2 opened this issue Dec 14, 2023 · 1 comment
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enhancement New feature or request Sales to benefit the Sales role

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PrenSJ2 commented Dec 14, 2023

Currently, both book a call and signup Created deals all go into one Stage called new signups

The Sales team would like it if the book a call, created deals would go into a different stage ('booked call')
@PrenSJ2 PrenSJ2 added enhancement New feature or request Sales to benefit the Sales role labels Dec 14, 2023
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PrenSJ2 commented Jul 19, 2024

if signup create in signup stage

if book call create in book call stage

@PrenSJ2 PrenSJ2 mentioned this issue Jul 19, 2024
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enhancement New feature or request Sales to benefit the Sales role
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