This article ONLY works when using Avonni Creator. Only customers with an active subscription that was activated on or before December 31, 2021 have access to Avonni Creator.
This article is only valid when working on a Creator project.
Configure Path Sales Coaching
Sales Coaching is ONLY available by using the Path Standard Component and is not mobile-ready.
Overview
Sales Path offers sales coaching by visually displaying each opportunity in the sales pipeline and showing recommendations for next steps to take.
Settings
Enable the Sales Coaching module
Drag the Path Standard Component into your page.
Click on that component to get access to the component settings.
Check the "Display Coaching" toggle button.
Configuring the Sales Coaching module
Click on each stage to access the Sales Coaching module for a stage.
On the Key Fields section, drag fields - or create new ones - to display them as key fields for a specific stage.
Guidance for Success text is editable through
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