Add velocity to a sales step
August 08, 2017 12:07
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You may now add Velocity to a sales step.
“Velocity” means, in this case, the maximum amount of time an opportunity should remain in a sales step.
If the opportunity remains in the sales step over the time limit you have set, you will be notified about it, as seen in the screenshot below.
How To Set Velocity
1. Open Pipeliner, and go to the Administration section.
2. Go to the Pipelines section, and edit the Pipeline for which would like to set up Velocity.
3. Edit the step for which you wish to enable Velocity, and check “Enable Velocity” for that step. Then, set the number of days for an opportunity to remain in that step.