Hierarchy (Parent Child Automation)
I have set up a very detailed opportunity pipeline. The entire purpose of using SmartSheet was to automate the process so the data is accurate and less mistakes by the sales staff. It seems to get the best reporting data, I need to set up Hierarchies by sales stage However, it seems the process is a manual to move an opportunity from one stage to the next and that is redundant. Am I missing something? Is there a way to automate ....when an opportunity changes stages, to have it automatically move to under the appropriate parent "sales stage" row?