---
schema_version: "1"
id: 3fa0386d9f220cab63baf01097ea0207c7fbdd3d0ea5ec61a556107cb4c71207
title: Considerations and Guidelines for Creating Paths on Leads, Opportunities, and Accounts
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/path_considerations_leads_opportunities_accounts.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.path_considerations_leads_opportunities_accounts.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: d8413a7caf98e64fd7ce33bb6f5dfc4f658f42b40448a4b63f00fce14dfa10bb
description: Review these considerations and guidelines for paths on the Lead, Opportunity, and Account objects.
products:
  - Sales Cloud
release: "264"
---
# Considerations and Guidelines for Creating Paths on Leads, Opportunities, and Accounts

Review these considerations and guidelines for paths on the Lead, Opportunity, and Account objects.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Essentials</strong>, <strong>Group</strong>, <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

## Lead Paths

- If you create a path for leads, we recommend making Unqualified status the first step.

## Opportunity Stage Durations in Paths and Reports

- To create an Opportunity History report that mirrors the path, group by **From Stage** and filter by **Stage Change**.
- Opportunity stage durations aren’t shown in paths in Experience Cloud sites.
- Opportunity stage durations are displayed differently in paths and reports.
    - In paths, durations are rounded up to the nearest day. A duration of a minute is displayed as 1 day.
    - In reports, durations aren’t rounded up. A duration of less than 24 hours is displayed as 0 days.
- Opportunity stage durations are totaled differently in paths and reports.
    - In paths, the stage duration is the number of days that the opportunity spends in a stage.
    - In reports, the stage duration is the number of days from the time that the opportunity entered the stage to the time it’s moved to the next stage.

![Example](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/images/icon_example.png)

Example

An opportunity is moved into the Proposal stage, stays there for 2 days, and then moves down the path into the Negotiation stage. Later, the opportunity is moved back into the Proposal stage and stays there for 3 days, where it currently remains.

In Paths, both times that the opportunity is in the Proposal stage are totaled, for a stage duration of 5 days.

In reports, although the opportunity is back in the Proposal stage, the stage duration shows only the stage duration between the first two stages, which is 2 days.

## Business Accounts Versus Person Accounts

- If person accounts are enabled, the account record type selected determines whether a path is for business accounts or person accounts.