Sales people spend way too much time today keeping score and nowhere near enough time finding solutions and helping customers. Funny....we sold LOTS of stuff before computers and "paperwork generators" like this came about. How'd we do that ??
Question ! I did the same but my action items ( requirements that is linked to each stage got disconnected )”: ) any idea on how to fix this issue please ?
Hi Gary thanks for this, i have a quesrion, if I need to have another path based on the salesprocess, how can i achieve that? Ex, if I have credit verification stage, this stage i need ro display another sub path with few steps to complete, how can i achieve and how to make generic? Thank you
Hi Jaya, you can have more than one Path on the Lightning page layout. However, you might also consider using opportunity record types i.e. different paths based on the 'type' of opportunity, and include the full set of stages in a single path on the page. The record type determines the page layout, and you have the appropriate path on each page. Gary
@@Garysmithpartnership Thank you your reply. The requirement is to add sub flow when user is in Credit verification path in the same opportunity record and save the sub path progress.
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This was an extremely helpful video. Short but with ample information to get the job done. Thank you!
Thanks for your feedback, Roy. Really pleased the video is helping you get the sales visibility you need.
Great help. The explanation is very clear, to the point and now I can continue working! :)
Great explanation and a huge help. Thank you
Great video Gary. Thanks!
Thanks Joe!
Great i learn another from you
Thanks for your Video.
Thank you!
Sales people spend way too much time today keeping score and nowhere near enough time finding solutions and helping customers. Funny....we sold LOTS of stuff before computers and "paperwork generators" like this came about. How'd we do that ??
Can I update the stage names to be shown as Percentages in the bar?
Can we deactivate it instead of Deleting it? Could you please tell me the difference?
Question ! I did the same but my action items ( requirements that is linked to each stage got disconnected )”: ) any idea on how to fix this issue please ?
Hi Gary thanks for this, i have a quesrion, if I need to have another path based on the salesprocess, how can i achieve that? Ex, if I have credit verification stage, this stage i need ro display another sub path with few steps to complete, how can i achieve and how to make generic? Thank you
Hi Jaya, you can have more than one Path on the Lightning page layout. However, you might also consider using opportunity record types i.e. different paths based on the 'type' of opportunity, and include the full set of stages in a single path on the page. The record type determines the page layout, and you have the appropriate path on each page. Gary
@@Garysmithpartnership Thank you your reply. The requirement is to add sub flow when user is in Credit verification path in the same opportunity record and save the sub path progress.
My new replacement value isn't displaying in the timeline - why would this be?
Hi Jess, double check the new stage is active. Also, if you have record types check that you have the correct page layout. Gary
how can I add this bar to my layout? any answer would be helpful thank you!
You need to create a Path in Lightning set and then add it to the page layout. Go to Setup, and search for Path.
@@Garysmithpartnership thank you very much