|Available in: Lightning Experience|
|Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions|
With your sales operations manager, determine and customize the stages that appear for your reps. Add fields that matter to your company and include guidance for success. In your guidance, include details about company policies, tips for establishing positive selling relationships, and even links to relevant feeds.
When your reps work in the opportunity workspace and the lead workspace, the sales path appears with the stages and guidance you set up. Reps mark stages complete when they’re ready to move to the next one. The beauty is that reps focus on only the fields that matter most to your sales managers, so reps qualify leads and close opportunities faster.