Oct 11 (edited) • 🗣️Q/A DISCUSSION HUB
Sales Path Process on Opportunity Part 2
Creating Opportunity
X Goto setting at the backend
X On quick find search for Path setting
X Click on New Path and give the Path a name say" Business Sales Path"
X Select the Object "Opportunity"
X Select Record Type B2C already created
X Select Stage from the Picklist
X Then click Next
X Select fields and provide guidance for each step in the Path for each step in the process:
X Click Next and Activate the Path and Finish
Using Kanban to view the Opportunity
X Goto App Launcher
X Select Sales
X Click on Opportunity then My Opportunity
X Change the view to Kanban
X View in Kanban and view the different charts
3
0 comments
Sales Path Process on Opportunity Part 2
skool.com/pathway-to-salesforce
A community to help you transition into tech, master Salesforce skills, and unlock career opportunities with hands-on learning and real-world support.
Leaderboard (30-day)
1
+171
2
+113
3
+83
4
+81
5
+70
Powered by