Sage CRM 2023 R2 has introduced a new option called "Show stages with zero records." This option allows users and system administrators to hide the stages of a rectangular pipeline that do not include any records. This option controls the cases pipeline, leads pipeline, and opportunities pipeline. By default, Show stages with zero records is set to Yes. Previously, a rectangular pipeline always showed pipeline stages with zero records.
This new option allows users to declutter their pipeline view and makes it easier to focus on the most important stages. It can help to identify areas of the pipeline where there is no activity.
For example, if the user is a sales manager, they can use the "Show stages with zero records" option to hide the stages of the sales pipeline that do not have any opportunities in them. This will make it easier to see the stages of the pipeline that are most active and where the sales team is focusing their efforts. For example, if there is a stage in the sales pipeline for "Sale Agreed" but there have not been any sales agreed in the past month, the user can use the Show stages with zero records option to hide this stage from the pipeline view. This can help a business to identify areas of the sales process that need improvement.
It can help users and system administrators to declutter the pipeline view, identify areas of the pipeline where there is no activity, improve performance, increase user satisfaction, and improve decision-making.
To use this new option:
Users should go to | Preferences.
System administrators should go to | Administration | Users | <user> | User Preferences.