Help us to help you setup your deals
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What are the deal stages you need us to set up (we recommend from 5 to 7)?
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What actions should happen on each deal stage?
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Should these deal stages trigger any workflows or notifications?
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What sequences should we create?
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Are there any tasks that should be created?
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Do you need us to set up internal notifications? If yes, who should receive this?
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Do you need us to create products? If yes, please provide the information for each.
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Should we add deals? If yes, please indicate the information for each and to which contacts these deals belong to.