Turn On Sales Methodology

To get your sales reps started tracking deals’ progress by using a sales methodology, enable and activate a methodology.

User Permissions Needed
To turn on Pipeline Inspection:	Customize Application OR Modify All Data

User Permissions Needed

To turn on Pipeline Inspection:

Customize Application

Modify All Data

From the gear icon, select Salesforce Go, and then search for Sales Methodology on the Salesforce Go Home page.
Turn on Sales Methodology.
Wait for a few seconds to get Pipeline Inspection turned on if it isn't enabled.
In the Activate a Sales Methodology section, click Manage.
In the Select Methodology window, select a sales methodology.
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.
Click Review and then Save.