Hands-on Training: Working Opportunities & Managing the Pipeline in Lightning 1
Get the most out of the Opportunity Workspace and KanBan View in Lightning Experience. Think of the Opportunity Workspace as command central for working on deals. Join us to learn how to work through the sales path, to locate related list cards, and get information through the highlights panel. The KanBan is more than just a board; it is a tool to help your sales reps keep their deals on track and moving forward. Familiarity with Lightning Experience is helpful, but not required.