MenuAgentExchange
SalesforceSlack

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Nurturing Process

By Salesforce Labs

Guide for Sales Reps

Free  

Never requires payment

Try It
Business Need
Sales

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.

Rating

Reputation

MVP
Recognized by Salesforce for their leadership, expertise, and generosity
Top Reviewer
Contribute reviews that encourage conversation and help others make informed decisions
Ranger
Lifelong learners who have earned the Ranger rank or higher on Trailhead
3
Lifetime average
Showing 1 of 1 Review
Sort by
Gurditta Garg
Double Star Ranger
04/23/2021

Make it available for other objects like Opportunities

This is good for leads but we're looking for same for Opportunities as well. Either enable for Opportunities or make it open source so that we could customize.

Christine Evans
12/12/2022

I was ready to install this until I saw these comments -- we don't use the lead object and I need this for Opportunities. If that could be added, five plus stars here.

Tomas Gnap
Double Star Ranger
11/24/2021

Same request as Gurditta. Would be nice to have the option to use this component on Opportunity or any other custom object as a Guide for Sales Reps or the Sales Operation team.