Use Custom Sales Stages for Increased Productivity

With custom stages, your sales reps get the information they need to close deals, secure investments, and finish projects faster.

Where: This change applies to Sales Cloud Lightning Essentials.

How: Click gear icon, and select Basic Sales Setup. Click Map Out Your Sales Path in Recommended Setup.

Why: Custom stages give your reps just-in-time guidance to close deals fast or bring your next project to a successful completion. Select a template or create your own to give your customers a consistent sales experience and ensure reps have what they need to be successful .

Custom Stages with most open