1. How do I get started with Sales Pipeline Management?
  2. Set Up the Pipeline Management Menu

Set Up the Pipeline Management Menu

Create a Pipeline Management menu item so that users can access the feature using the Navigator and Springboard.

  1. As a sales administrator or setup user, navigate to Configuration > Sandboxes.
  2. Select Create Sandbox and enter a name for the sandbox.
  3. Select the Structure tool checkbox.
  4. Select Create and Enter.
  5. Save your work.
  6. While in the sandbox, navigate to Configuration > Structure.
  7. From the top-level menu, select Create > Create Page Entry and a screen similar to the following is displayed.

    Sample screenshot of the Create Page Entry values used to create a Pipeline Management menu item

  8. Enter a name for the page entry and select an icon.
  9. Select Redwood Sales as the group.
  10. Select Yes for Show in Navigator and Show in Springboard.
  11. Select or enter values as outlined in this table to complete the setup:
    Field Sample Value
    Mobile Enabled No
    Link Type VB Studio Page
    Focus View ID /index.html
    Web Application ORA_FSCM_UI
    Secured Resource Name Leave blank
    Application Stripe crm
    VB Studio Flow /application
    Product Family Leave blank
    VB App UI cx-sales
    VB Page Name container/pipeline
    Page Parameters List Leave blank
  12. Save and test your work.
  13. Publish the sandbox.