- Stage Transition Rules
Keep your records consistent and complete
Does your CRM sometimes have records with crucial pieces of information missing? With stage transition rules, you can set mandatory fields of information that need to be secured from your leads before they can cross a specific stage in the customer journey.SIGN UP FOR FREE
Here's how we can help you
- Ensure regularity and consistency of deals entered across the organization.
- Eliminate the possibility of your CRM records missing crucial information.
- Retain overall control while continuing to delegate core operations.
- Make certain fields mandatory for specific stages.
You may not be a fan of rules, but you're gonna love these.
Keep your records consistent
Decide what details are vital for your operations and maintain uniformity across all customer records.
Rule out records with insufficient data
The right kind of transition rules ensure that your records are complete with all the details that you may need in the future. In other words, you eliminate the chances of having customer records with incomplete details.
Set the rules for any stage of your choice
While some details are necessary, your team members may only have access to such information at a fairly advanced stage of the customer's journey. For this reason, you can determine the stage at which you want to set each rule. This decision can be based on multiple factors, including the nature of the business opportunity, quality of your lead, the data you want to secure, and much more.