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Hi I was setting up a sales path, I think its a really cool tool to show how far a long a stage of a sale or a process is.  now i'm creating one for a sale of a house so for a agents perspective "sales request > appraisal > inspection > section 32 > authority to sell > media > property links > media approval > Property listed"  i.e so a agent can come to work one day and see oh cool, I see greg has uploaded the media for the property yesterday i've now got to issue the links to the vendor and see what they think to sign it off...  now my question is say we want a quick sale. you might want to jump on and get the media side of things ticked off quick but you haven't uploaded the S32 yet. could you mark the media stage as complete but still have a previous stage still be pending? so you know "The media is completed photos and videos are taken but hey! we need to get on uploading some documents"  cheers mike

 

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2 个回答
  1. 2021年10月21日 13:55

    Hi Mike,

     

    There are still some limitation with Sales Path/Process. But this is a great idea to post at IdeaExchange https://ideas.salesforce.com/s/post to see if we can get it added to the product roadmap.

     

    Regards,

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