Customize stages in Potentials tab
Is there a way to set the stages field so it is a parent/child defined map?
We have several types of properties we work with and all of them have different stages that occur when moving through the process.
For example:
Property Type = Short Sale
Stages:
Offer Submitted
Offer Accepted
Offer Rejected
Justification Package
Bank Negotiation
Approved Short Sale
Escrow
Closed
etc.
Property Type = Free & Clear
Stages:
Offer Submitted
Offer Accepted
Offer Rejected
Due Diligence
Escrow
Closing
so forth and so on with the various types of property we buy and sell. Is there a way to set up the stages to reflect the current property type and the various stages similar to the Parent/Child defined mapping found with pick lists?
Please advise ASAP