SALES PATH: Your Company’s Sales Processes in Lightning Experience
Sales Path is a great feature that Salesforce is made available for Lightning Experience only. This tool is designed to guide your sales reps through the sales process from within Salesforce1 , to ensure that at each stage of the sales cycle, they can focus on getting the right information together to make sure the deal is won ! With your company’s sales operations manager, customize and determine the stages that appear for your reps. This can add fields that matter to your company and that can include guidance for success. You can include details about company policies, even links to relevant feeds, and tips for establishing positive selling relationships. The sales path appears with the stages and guidance when you set up for your reps work in the lead workspace and opportunity workspace. When the stages are ready to move to next one, Reps mark stages as completed. This is a great fun and a wonderful built that reps focus only on the fi...