Sales Path in Salesforce

Give your sales reps a visual guide in the Salesforce1 mobile app: Show them where they are in the sales process and what they need to do next to close the sale. Have multiple sales processes at your company? Create a Sales Path (one per record type) for each process.

To setup Sales Path, follow the below steps

1. Go to Setup –> Customize –> Sales Path –> Settings.

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2. Enable it.

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3. Click \”New Sales Path\”.

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4. Enter the Label and other information.

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5. Add fields to each and every stage.

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6. Click \”Save\”.

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7. Click \”Finish\”.

To test the Sales path in the browser, follow the below steps

1. Add one/one.app to the end of the URL.

2. Select menu and select Opportunities.

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3. Open an Opportunity to see the output.

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