Stages are a way to group deals within a pipeline. A pipeline can have any number of stages within it and each stage can have any number of deals within it.
Deal stage parameters available values
For following parameters:
- dealStage.cardRegion1
- dealStage.cardRegion2
- dealStage.cardRegion4
- dealStage.cardRegion5
Use following values:
| Parameter value | Meaning |
|---|---|
| contact-fullname | Deal's primary contact's full name |
| contact-fullname-orgname | Deal's primary contact's full name and organization name |
| contact-orgname | Deal's primary contact's organization name |
| next-action | Deal's next task due date |
| title | Deal's title |
| value | Deal's value |
| hide | Do not show anything |
For following parameters:
- dealStage.dealOrder
Use following values:
| Parameter value | Meaning |
|---|---|
| cdate | Deal's created date |
| contact-score | Deal's primary contact's score value |
| contact_name | Deal's primary contact's name |
| contact_orgname | Deal's primary contact's organization name |
| next-action | If the direction is "ASC", deals with overdue tasks will be displayed the first, deals with no tasks will be displayed the second, and deals with upcoming tasks will be displayed the last. If the direction is "DESC", this order will be reversed. |
| score | Deal's score |
| title | Deal's title |
| value | Deal's value |