Quick summary
This demo walks you through creating a Sales Process in Salesforce using Advanced Setup, from accessing the gear icon to selecting and saving your Opportunity stages. In under seven steps, you can define a repeatable pipeline structure that standardizes how your team moves deals forward.
Steps
- Click the gear icon at the top right of the Salesforce dashboard.
- Select Open Advanced Setup from the dropdown menu.
- In the Quick Find search box, search for and select Sales Processes.
- Select an existing process (usually Master), then enter the remaining process details.
- Click Save to confirm the process details.
- Move Opportunity stages from Available to Selected by clicking the > button.
- Click Save again to finalize your new Sales Process.
