
Hello,
I have a question about the Sales Path on Opportunity. I know in Service Cloud you can create multiple paths for stages, but I'm not sure how to do that in Sales Cloud. I would like to have the Quote stages separate from the Application stages because when they are together there are 16 steps so the scroll is long. An example of what I want to happen: when the Quote has been completed, it takes you to the next path which is Application Started, continue through the process until Application Completed.
I'll try to upload an example to help visually.
Thanks,
Shonda
3 条评论

This is great information! Thank you Elna and Chance! I think you've given me something to think about -- Flow would definitely give me what I'm looking for.