Sales Path: Help Reps Follow Your Company’s Sales Processes in Lightning Experience

Get your reps to adopt and adhere to your company’s sales processes by using Sales Path. Previously available for opportunities for Salesforce1 users, Sales Path is now available for opportunities and leads for desktop users. This feature is available in Lightning Experience only.
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.

Sales Path