Guide Reps Toward Success with Path for Contacts

Now that Path is available on contacts, you can define the stages that are important for building stronger relationships with your company’s contacts. Increase reps’ success with tips and guidance that assist at each stage of the process.

Where: This change applies to Lightning Experience in Essentials, Group, Professional, Enterprise, Unlimited, Performance, and Developer editions.

How: To set up a path for contacts, create a custom picklist to base the path on.