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Nurturing Process

Guide for Sales Reps

Overview

This application extends the functionality of lead status and lets you add steps that can guide your sales reps in different stages of the leads.

1 of 3

  • Extend standard Lead status values and add additional steps.

  • You can create your own custom process and define the steps.

This component can be added to your Lead page layout and a nurturing process can be added to the Lead, which will guide your sales team on every stage on what actions need to be completed to proceed to the next stage. There are 4 custom objects which hold the Lead Nurturing Process, Lead Stage, Lead Activities, and Lead Activities Tracker. One LWC component and apex class.

Categories

Business Needs
Sales
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Managed Package

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