🎯 Customize Opportunity Stages in Salesforce | Sales Process Made Simple скачать в хорошем качестве

🎯 Customize Opportunity Stages in Salesforce | Sales Process Made Simple

In this step-by-step tutorial from The Declarative Academy, we’ll show you how to customize opportunity stages to match your unique sales process in Salesforce Lightning. Whether you’re refining how deals move from prospecting to closed-won, or tailoring stages to different sales teams, this guide gives you the exact setup walkthrough you need—no coding required! 🔍 In this video, you’ll learn: What Opportunity Stages represent in Salesforce How to edit existing stages and add new ones Setting up stage probabilities and forecast categories Aligning stages with how your reps actually sell 📌 This session aligns with the "Customize Opportunity Stages" unit from the Customize a Sales Path for Your Team Trailhead project. It's ideal for admins and sales ops looking to streamline the sales pipeline. 📚 Trailhead Project: https://tinyurl.com/95d6brzz 👤 Role: Salesforce Admin / Sales Ops ✨ Edition: Salesforce Lightning Experience 💡 Make your CRM work your way. Help your sales team focus, close faster, and forecast better! 👍 Like, 💬 comment if you have questions, and 🔔 subscribe for more Salesforce tutorials from The Declarative Academy. Main Theme (Overture) | The Grand Score by Alexander Nakarada #Salesforce #OpportunityStages #SalesforceAdmin #Trailhead #CRM #DeclarativeAcademy