Accessing the Sales Process Coach
At each sales stage of an opportunity, your company might need to collect specific information, according to their business practices. To guide you in completing the information, your company administrator can set up follow-up tasks, require that you fill in specific information, and add information for you to review at each phase of the sales process.
Note: Your company can set up different sales processes (stages, probabilities, and coaching information) for different roles and different opportunity types. For example, if some sales representatives sell products while others sell services, they might be linked to different roles and, as a result, see different options for sales stages and different guidelines in the sales process coach.
To access the coach information relating to the sales stages
If your company administrator has set it up, some tasks are added to this opportunity and this opportunity’s linked account when you save the record.
See the following topic for related information:
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