Question

The VP of Sales wants reps to see stage-specific coaching tips and be reminded to fill in critical fields (such as Next Step and Amount) as they move Opportunities through the pipeline. The guidance should appear directly on the Opportunity record without requiring reps to open a separate report. What should the administrator configure?

Accepted Answer

Set up a Path on the Opportunity object with key fields and guidance for success on each stage

Answer

Create a validation rule that blocks stage advancement until Next Step and Amount are populated

Answer

Build a workflow rule that emails reps coaching tips when the stage changes

Answer

Add a formula field to the page layout that displays text based on the current stage