Is there a way create a Sales Path in Opportunities that only have certain stages?
We have two basic Opportunity Record Types and I know that can be managed by adding more Record Types, but that means re-writing a TON of Reports and Sharing Rules and List Views and&and&and...
So is there another way to select a "normal path" group of Opp stages using 5 out of the 10 stages we use?
As far as I know all stages available for the selected record type will show up. The workaround I can think of (not tested) is that you could have a custom picklist with the 5 stages and base the path on this field. Using process builder any changes to the stage field would update this picklist and vice versa. You could then use filters on the component to show the path only when the opp has one of the 5 stages.
Not graceful by any means, but this would likely meet your requirements if changing record types really is not an option.
