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Reply To: Setting up Pipeline (Likely but not yet approved) Projects

Home Forums Discussion Setting up Pipeline (Likely but not yet approved) Projects Reply To: Setting up Pipeline (Likely but not yet approved) Projects

#408563
Larry ChristofaroLarry Christofaro
Participant

Hey John. Yes, it is very common to setup a custom field with a lookup table to identify where the project is in the lifecycle. Very mature instances can use a workflow, but the great majority use exactly what you are looking at.