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Sales Coach based on other parameters.

edited Jan 14, 2020 4:42AM in Sales 7 comments

Summary

The current Sales Coach setup is only based on Sales stages in opportunity but is there a way to set this based on other parameters like custom fields

Content

As per our business request, we need to enable sales coach based on Business unit (it is custom field in our case) and sales stage where as in the current system we have only Sales stage based enabling of Sales coach.

Please suggest.

Thanks,

Satvika

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