cornishben
Technical User
Hi,
We have a customer flow of around 20 steps and we want to keep track of how far each customer has progressed through this process. I have created an custom opportunity process flow with these 20 stages. When we have a new contact I'd like to open all of these 20 opportunity stages for the contact (with status - open), we can then close these off as the process runs through, ensuring no stages are forgotten! Is there an way to do this? (Currently I'm just opening 20 stages manually for each customer but this is both time-consuming and prone to error). Many thanks
We have a customer flow of around 20 steps and we want to keep track of how far each customer has progressed through this process. I have created an custom opportunity process flow with these 20 stages. When we have a new contact I'd like to open all of these 20 opportunity stages for the contact (with status - open), we can then close these off as the process runs through, ensuring no stages are forgotten! Is there an way to do this? (Currently I'm just opening 20 stages manually for each customer but this is both time-consuming and prone to error). Many thanks