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Robert Riella a publié du contenu dans * Lightning Now! *

Going through the modules on Sales Process and Paths.  Is there a way to create a "custom" path?  When you create a new path, you have to select a standard object.  You can then include or delete the picklist stages.  I want to create a Pre-Sales Path that would allow management to go into an opportunity and see what the status was from a Pre-Sales perspective.  Qualified/Resource Identified/Scoping Call/ SOW Creation/ Delivered.  Seems doable.....  Thanks!

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