Overview

Path guides your users along the steps in a process, such as working an opportunity from a fresh lead to a successfully closed deal.

Settings

Values

Contains the name of the stage.

Hide path update button

Hide or Show the Actionable button that invokes a completion of the path.

Display Coaching

Coaching guide sales users through each stage of your sales process. Paths help users stay focused on important tasks so they can close deals or complete work quickly.

Learn more here to configure the Coaching guide. 

Mark as Complete

Highlight all steps as completed.

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