Hi, it's part of the GSP Product Selection Wizard. appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000EXul1UAD&tab=e&cta=demo

@@Garysmithpartnership it seems paid. Any other option to use it at less cost? Just need to categorized product nothing more

Hi Mohammed, to answer the question you asked on our Get In Touch form, we used Videoscribe by Sparkol. Glad you like the video! Gary

Unfortunately Salesforce only allows you to select a 'vertical' funnel chart. Probably the closest you can get is a horizontal stacked bar chart. Gary

Hi Jaya, you can have more than one Path on the Lightning page layout. However, you might also consider using opportunity record types i.e. different paths based on the 'type' of opportunity, and include the full set of stages in a single path on the page. The record type determines the page layout, and you have the appropriate path on each page. Gary

@@Garysmithpartnership Thank you your reply. The requirement is to add sub flow when user is in Credit verification path in the same opportunity record and save the sub path progress.

Yes, the fundamental architecture hasn't changed (and won't change). Gary

Thanks Levon, glad you liked the video!

Hi Jonathan, I definitely believe insurance brokers can use Salesforce, in fact we've deployed the app to the industry several times. The big question is, what is an opportunity? It somewhat depends on how your model works, but for example, an opportunity can represent the process you go through to get onto a panel or into a buying group. As I say, it depends primarily on how your business operates. Gary

@@Garysmithpartnership Thanks for the reply! We definitely use opportunities. The issue for us is whether to incorporate the product object. Price book is kind of useless for us seeing as the price of a policy is outside our control and in the hands of the carrier.

@@Foxygrandpa2131 The chances are you should be using products; even if they are 'manufactured' by the someone else. If you're using products, you have to have at least one price book - that's the thing that enables a product on an opportunity to have a value. If the product prices vary by segment (e.g. discounted for not-for-profits or sell in other currencies (which I'm guessing you don't), then you likely need more than one price book. Let me know if you want to go through it in a web meeting, just fill in the form on our web page garysmithpartnership.com/contact-us/

Glad it was helpful!

Hi Jonathan, you question relates to a topic that bedevils many companies. As a general rule, I favor a) creating the opportunity (in the Prospecting stage) earlier rather than later and b) having marketing create the opportunity once it reaches pre-defined criteria, rather than leaving it to sales. I've written about this in several previous blog posts, including How To Fix A Broken Lead Process (this article includes some process templates you can download) garysmithpartnership.com/lead-process-salesforce/ and Lead Conversion, 5 Proven Best Practices garysmithpartnership.com/salesforce-lead-conversion-best-practice/ I'd be interested in your own thoughts? Gary

Thanks Jonathan :-)

Hi Michelle, feel free to get in touch via our web site, I'm sure we can help! garysmithpartnership.com/contact-us/

Hi Amit, not that I'm aware of. I don't believe this is possible. Gary

You need to create a Path in Lightning set and then add it to the page layout. Go to Setup, and search for Path.

@@Garysmithpartnership thank you very much

Hi Jess, double check the new stage is active. Also, if you have record types check that you have the correct page layout. Gary

Hi Chris, take a look at this blog post about lead conversion rates. At the bottom of the post there's also a link to a free dashboard and reports you can install from the appexchange, that has the examples in the blog post. Let me know if this helps. Gary garysmithpartnership.com/lead-conversion-metrics/

Doodle

Hi Akanksha, the package moves the revenue schedules on the product line items, rather than the line items themselves. Check that the person making the close date change has permission to use the package/app. If you're still stuck, get in touch via our website and we can take a look on a web meeting with you.