- Sales Coaching is ONLY available by using the Path Standard Component.
- Sales Coaching is not mobile-ready yet.
Sales Path offers sales coaching by visually displaying each opportunity in the sales pipeline and showing recommendations for next steps to take.
Enable the Sales Coaching module
- Drag the Path Standard Component into your page.
- Click on that component to get access to the component settings.
- Check the "Display Coaching" toggle button.
Configuring the Sales Coaching module
- Click on each stage to access the Sales Coaching module for a stage.
- On the Key Fields section, drag fields - or create new ones - to display them as key fields for a specific stage.
- Guidance for Success text is editable through