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[music] Hi, my name is Mike. In this tutorial, you’ll learn how to provide your sales reps with valuable coaching tools at each stage of the sales process. Sales stages mark an opportunity’s progress as it moves through the sales pipeline. At each sales stage, you can suggest different actions, and provide different supporting documents and templates in Sales Coach. Want to suggest a set of tasks and activities for a sales stage? Just add a task template that automatically generates the activities which appear on the Activities tab on the Opportunity. At any stage stage, you can add assessments that sales reps must complete to move the opportunity forward. Now that we’ve looked at the sales rep view, let’s see how you actually set up sales stages and methods. First, navigate to Setup and Maintenance. Then choose Sales, Opportunities, then Manage Sales Methods and Sales Stages. Let’s use the default sales method, Standard Sales Process. It works for my needs. Use the Close Window to control the default close date that’s set when an opportunity is initially created. Enter the number of days in the field and the app sets that number of days past the current date as the default close date. If I clear this field, the application sets a blank close date for me. You can also just use the Opportunity Close Date Default profile option to set the default close date, although the setting here takes precedence. Now edit the sales stages themselves. Remember, only the sales stages, not the sales methods, are selectable by sales representatives in the UI. Let’s take a look at some of the ways you might want to configure sales stages. As with sales methods, you can disable sales stages, but don’t disable them if they’re used in opportunities. You can specify a win probability percent and when the sales rep moves the sales stage to this stage on the opportunity, the app automatically updates the win probability ingly. You can use the Duration field to configure which opportunities the Stalled Deals report shows. When an opportunity is at a sales stage for longer than the duration specified here, then it gets displayed in the Stalled Deals report. Earlier I mentioned the Sales Coach features, process steps (called Action Items in the UI) that provide suggested actions, and recommended documents, such as collateral and templates. You set these up in the Sales Stages page. Just add whatever process steps you want for each sales stage. You can also set some fields that sales reps must fill in as they move through each sales stage. For recommended documents, you just attach them to the sales stage. Add task templates in the Activity Templates region. Be sure to set these up as “autogenerated” to display in the Activities tab in the UI. In the Assessment Templates region, you can add assessments templates. Be sure to set these up as “mandatory” to automatically get associated to the sales stage. Thank you for watching this video. [music]