Customize a Sales Path for Your Team | Work with Opportunities in the Kanban View

Опубликовано: 17 Май 2026
на канале: TrailheadWorld
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5

Guide your reps during the sales process and make them more productive.
The Opportunity Kanban is a visual summary of all the opportunities for a particular sales path.

By seeing all opportunities at once, sales reps can keep deals moving forward and sales managers can effectively monitor the pipeline and ensure everyone’s staying on course.

Members of the sales team have asked for guidance on how to customize what they see when they view their Opportunity detail pages.

Trailhead Link -https://trailhead.salesforce.com/cont...
Customize a Sales Path for Your Team-https://trailhead.salesforce.com/cont...
Work with Opportunities in the Kanban View-https://trailhead.salesforce.com/cont...


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