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How to use guided process template for opportunity in Redwood?

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in Sales 3 comments

Summary:

Working on an opportunity, I should be able get a guided view on "Action Items" (Process Steps) and required documents during each stage of my Sales Cycle. This will specifically help new sales reps in getting a view of the work that they need to do during each stage of their sales cycle.

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Version (include the version you are using, if applicable):

24A

Code Snippet (add any code snippets that support your topic, if applicable):

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