Considerations for Setting Up Sales Methodology

General Considerations

• Decide which methodology to use. You can activate only one methodology at a time, so choose the one that fits your business needs. You can customize a pre-built methodology template, or create your own.
• Review your existing opportunity data. Activating the feature adds a methodology and its criteria to all opportunities in Pipeline Inspection.
• Align your sales team on scoring standards. Sales reps must understand how to score based on the criteria (low, medium, high) before you turn it on.
• If you turn on Pipeline Management to get sales methodology suggestions, set the Sales Management Agent User as the Default Workflow User so that the associated flows can run correctly.