Monarch - Admin Settings - Sales Stage to Automatically Set on Deal Close

Admin Configuration:

  • The option, "Automatically set Deal Stage when Deal is Closed-Won," is available in the Admin site, with options to select "Yes" or "No."
  • Similarly, the "Automatically set Deal Stage when Deal is Closed-Lost" option is available, also with "Yes" or "No" choices.
  • By default, the "No" option is selected for both settings.
  • When "Yes" is selected, admins can choose the desired Sales Stage from a dropdown of existing Stages for Deals marked as "Closed-Won" or "Closed-Lost."

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