Stage Transition Rules | Online Help - Bigin by Zoho CRM

Stage Transition Rules

The sales pipeline is an integral part of any business and the sales reps gather data at different stages of the sales pipeline. Some of the data gathered are key to closing the deal and must be captured by the reps. It is not ideal to make these fields mandatory during deal creation as the reps might not have those information yet. For example, let's say the reps must enter the date the product demo was given in the 'Demo given on' field but it's not possible to mandate this field  during deal creation    as the reps might not have the information initially. 
So, to ensure that such key information is not missed out and to maintain consistent data across the pipeline we have Stage Transition Rules in Bigin. 

Stage Transition Rules let you specify the fields that needs to be filled by the users when they move a deal from one stage to another.
By creating transition rules you can,
  1. Improve the process of tracking and capturing key details related to a deal.
  2. Avoid incomplete and bad data in the Deals module.
  3. Maintain consistent information across the Deals module.
Availability

Permission
Users with administrator profile can create and manage transition rules and restrict deal closure.

Create transition rules  

  1. Log in to your Bigin account with Administrator privilege.
  2. Go to Settings > Pipelines and Stages > Stage Transition Rules.
  3. Select the desired pipeline from the dropdown.
  4. In the Transition Rules tab select the desired pipeline from the Pipeline dropdown and click New Rule.
  5. In the Create New Rule popup, enter the following:
    1. From Stage – Choose a desired source stage from the dropdown.  You can also select Any Stage if you want the fields to be filled out whenever a deal is moved to the To Stage irrespective of the source stage.
    2. To Stage - Choose a destination stage from the dropdown. Whenever a deal is moved to this stage from the From Stage, Bigin will prompt the user to fill the fields specified in this rule.
    3. Fields to be filled – Select the fields that need to be filled out when the deal is moved from the From Stage to the To Stage. You can also select Notes as one of the fields to be filled.
  6. Click Save.
    Once this rule is saved, users will start seeing the below prompt whenever they move a deal between the stages specified in this rule. Users must fill the fields mentioned in the rule in order to move the deal to the destination stage.

Note:
  1. You can create up to 30 transition rules for each pipeline. 
  2. Each transition rule can have a maximum of 5 fields to be filled during transition (including notes).
  3. Stages/pipelines associated with transition rules cannot be deleted.
  4. More than one transition rule cannot have the same From and To stage. 

Restrict Deal Closure 

You can restrict a deal from being directly closed from specific stages. This prevents a deal from being closed prematurely and allows a deal to go through all the important stages in the pipeline. For example, you can restrict a deal from directly being closed from the stages 'Not Contacted', 'Qualified', 'Needs Analysis'. These restrictions can be customized for each pipeline.

To restrict deal closure
  1. Log in to your Bigin account with Administrator privilege.
  2. Go to Settings > Pipelines and Stages > Stage Transition Rules.
  3. In the Restrict Deal Closure tab, click +Stage.
  4. Select the stages in the desired pipeline from which deal cannot be closed directly.
  5. Click Save
    Once this is saved, users will start seeing the below message whenever they try to prematurely close a deal from the specified stages.

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Get started with Zoho Sign

            in a few quick steps!

            Download Help Guide





                      Still can't find what you're looking for?

                      Write to us:  support@zohoforms.com


                            




                          

                          Zoho Marketing Automation

                            Zoho Sheet Resources

                             




                                Zoho Forms Resources


                                  Secure your business
                                  communication with Zoho Mail


                                  Mail on the move with
                                  Zoho Mail mobile application

                                    Stay on top of your schedule
                                    at all times


                                    Carry your calendar with you
                                    Anytime, anywhere




                                          Zoho Sign Resources

                                            Sign, Paperless!

                                            Sign and send business documents on the go!

                                            Get Started Now


                                                Zoho SalesIQ Resources



                                                    Zoho TeamInbox Resources



                                                            Zoho DataPrep Resources



                                                              Zoho DataPrep Demo

                                                              Get a personalized demo or POC

                                                              REGISTER NOW


                                                                Design. Discuss. Deliver.

                                                                Create visually engaging stories with Zoho Show.

                                                                Get Started Now











                                                                                      • Related Articles

                                                                                      • What are unique reference fields?

                                                                                        Unique fields help Bigin identify the parent record of the record that is being imported. For example, the Contact Name field in the Deals module identifies the record in the Contacts module that the deal is associated with.   A list of standard ...
                                                                                      • Modules and Fields

                                                                                        Modules Modules in Bigin let you categorize and keep track of various aspects of your business such as Contacts, Companies, and Deals. The data in these modules is stored as records and the information in each record is stored in fields.   The ...
                                                                                      • Workflows

                                                                                        Workflows in Bigin help you streamline your business process by automating repetitive actions when a specific criteria is matched. You can automatically assign tasks, send emails, update fields, and add tags to records when records meet a particular ...
                                                                                      • Default fields in a module

                                                                                        The following table gives a list of supported fields in the appropriate modules along with their description. Contacts Field Name Description Data Type Maximum Limit Contact Info First Name First name of the contact. Text Box Alphanumeric (40) Last ...
                                                                                      • What are merge fields in Bigin?

                                                                                        Merge fields help you personalize email templates by populating dynamic content in the email. For instance, you can add contact name, phone, deal stage or any record related information to the email.  Note: Merge fields are available only in Email ...
                                                                                      Wherever you are is as good as
                                                                                      your workplace

                                                                                        Resources

                                                                                        Videos

                                                                                        Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                        eBooks

                                                                                        Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                        Webinars

                                                                                        Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                        CRM Tips

                                                                                        Make the most of Zoho CRM with these useful tips.



                                                                                          Zoho Show Resources