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Different Opportunity Pipelines for different user profiles (in professional)
Hi,
Could someone please explain how to add different sales processes - Opportunity stages names (pipeline) for different user profiles?
E.g. User Profile: Team ABC has 3 Opportunity stages - namely x, y, z
E.g. User Profile: Team DEF has 5 Opportunity stages - namely 1, 2, 3
etc.
Thank you.
Could someone please explain how to add different sales processes - Opportunity stages names (pipeline) for different user profiles?
E.g. User Profile: Team ABC has 3 Opportunity stages - namely x, y, z
E.g. User Profile: Team DEF has 5 Opportunity stages - namely 1, 2, 3
etc.
Thank you.
Salesforce defines the sales process (stages for the opportunity object) as a business process. In order to set different sales processes for different profiles, you would need to use Enterprise Edition or higher.