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Mar 22, 2024 · Go to Setup > Feature Settings > Sales > Opportunities > Pipeline Inspection Setup (or search “Pipeline Inspection” in the quick find box!). · Turn on Pipeline ...
Duration: 2:11
Posted: Nov 27, 2023
Posted: Nov 27, 2023
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Feb 28, 2024 · Pipeline Inspection is an integrated workspace within Salesforce that spotlights key pipeline metrics, changes, and insights about the health of your deals.
Feb 28, 2024 · Explain how Pipeline Inspection helps you track your deal health. Why Is a Shared Pipeline View Important? A successful sales pipeline goes beyond a collection ...
Jun 15, 2023 · Search all of Salesforce Help · Salesforce Spring ... See Your Bottom Line with the Sales Performance Dashboard · See Pipeline Changes in a Dynamic Chart.
Mastering Salesforce Pipeline Inspection - Sweet Potato Tec
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Jun 14, 2023 · Follow these steps to establish Pipeline Inspection in Salesforce: From Setup, in the Quick Find box, enter Pipeline Inspection, and then select Pipeline ...
Mar 19, 2024 · On Quick Find box, enter Pipeline Inspection; View the suggested results. When it is confirmed that the feature isn't available, contact your Account Executive.
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Jan 3, 2024 · In Setup, use the Quick Find box to search for 'Sales Processes'. Select 'Sales Processes' and click 'New'. Choose an existing Sales Process as a base or start ...
Feb 15, 2024 · Salesforce Pipeline Inspection is like a superhero tool for sales teams. It uses smart AI to give a clear picture of sales numbers, deal stages, ...
Feb 28, 2024 · Learn how to use Pipeline Inspection to track key metrics and manage opportunities.
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