How You Use Sales Strategies

Sales strategies are plans defined by your organization that include associated stages and tasks that should be completed as you work your opportunities.

Your organization may have multiple sales strategies based on your business processes. Strategies ensure that best practices, policies, and procedures are followed during the sales cycle.

When you select a strategy while editing an opportunity, the Stage field populates with the first stage of the strategy. Any tasks associated with the strategy (including those associated with other stages) populate the Tasks tab.

Note: If you change a sales strategy for an opportunity, all tasks associated with the previous strategy are deleted from the Tasks tab, and all tasks associated with the new strategy populate the Tasks tab.