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 Converted on 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.
Ankur Garg working as Salesforce Consultant at CloudVandana Solutions with Total IT experience of more than 5 years.
Ankur hands-on experience in Salesforce Implementations, business process automation, Reports, and Dashboards.