We currently do not have a closed stage - we just leave opportunities in the stage they were closed from with status won or lost
This makes no sense to me!
I understand from a data normalization perspective we can look at opportunities from both lens of status and stage - but does not make sense to me from a logical/user experience perspective.
Am I missing something?
Their concern about adding a closed stage - is upgrade to new version and functionality moving to support a linear sales process that is always moving forward to the end.
We have a nuanced sales process - which involves some branching - but they are concerned that as we can close as lost from any stage and this would take up all of the branching available (I believe we are limited to 5 in upgrade version) - if process is not re-designed.
I would think we need to re-design sales process on the back-end to align with linear design - but still add in closed.
Apologies for the wordy question - any insight here as to native functionality or best path forward??