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            Considerations for Setting Up Sales Methodology

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            Considerations for Setting Up Sales Methodology

            Review important considerations before setting up a sales methodology.

            Required Editions

            View supported editions.

            General Consideration

            • Decide which methodology to use. You can activate only one methodology at a time, so choose the one that fits your business needs. You can customize a pre-built methodology template, or create your own.
            • Review your existing opportunity data. Activating the feature adds methodology fields to all open opportunities.
            • Align your sales team on scoring standards. Sales reps must understand how to score fields (low, medium, high) before you turn it on.
             
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