Sales Path gives a streamlined way to move your deal along the sales process, and it’s amazing when it enables your teams to celebrate their successes. Toss some virtual confetti when reps reach a designated path stage, for example, winning an opportunity.
You can choose the frequency, such as always for those hard-won victories or only sometimes for daily occurrences. Celebrations don’t work on the status of Converted leads.
A confetti celebration creates a little fun when reps reach a milestone and maintain healthy competition amongst peers.
How to Use: In Setup, use the Quick Find box to find Path Settings. Enable Path and create a path, or edit one.
Atul Gupta is CloudVandana’s founder, an 8X Salesforce Certified, working with globally situated businesses in creating Custom Salesforce Solutions.
A strong, dynamic, and accomplished leader, as Director at Atul Gupta, guides all the aspects of CloudVandana Salesforce Implementation Team, Analytics, and Information Technology functions.