NOTE: 

Overview

Sales Path offers sales coaching by visually displaying each opportunity in the sales pipeline and showing recommendations for next steps to take.

Settings

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 

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