A medical device company is introducing a specialized Consulting Services division alongside its existing Equipment Sales team. The Consulting Services division follows a streamlined sales pipeline with unique stage names, specific win probabilities, and distinct required fields that differ significantly from Equipment Sales. Which TWO administrative configuration steps must the administrator execute to ensure Consulting Services sales representatives only encounter their division's specific opportunity stages when creating and managing deals? (Select TWO)
- Create a custom Sales Process that selects only the Opportunity Stage picklist values designated for the Consulting Services pipeline.Answer
- Create a custom Opportunity Record Type, associate it with the new Sales Process, and grant profile access to the Consulting Services team.Answer
- CEdit the Opportunity Stage picklist field properties directly on the Consulting Services Page Layout to hide unneeded standard stages.
- DConfigure Lead Conversion Field Mapping to assign custom Opportunity stages directly to user profiles prior to process definition.
Answer
The administrator must create a custom Sales Process containing the specific opportunity stages, then create an Opportunity Record Type linked to that Sales Process and assign it to the appropriate user profiles.
Configuring distinct opportunity stages for different business units requires two primary components: creating a custom Sales Process to select the relevant stage picklist values, and creating an Opportunity Record Type linked to that Sales Process which is then assigned to user profiles.
Step-by-Step Solution
Key Concept
Opportunity Stage management via Sales Processes and Record Types