Hey everyone here's my situation. In Dynamics CRM I have Sales Stage, and there's In Progress > ready to submit > order submitted > order complete. I then have a workflow that when sales stage changes to ready to submit, it stamps the execution time in a custom field called "Ready to submit date" and then when it changes to order submitted, it does the same to the "order submitted date" field.
I understand I can do this workflow in Zoho but I have Professional edition not Enterprise so I don't think it's possible is it?
If not, I noticed under Stage History in a potential, it shows each stage, and modified on. So from there I can easily see when each went into that stage. My question is, can I run a report based on that? For example, can I run a report that says:
- Show me potentials where sales stage was changed to ready to submit THIS month?