• Elizabeth Dubin

    Yes, we currently support two pipeline methodology types: 

    • Sales processes that capture leads and convert them into opportunities.
    • Sales processes that work only with opportunities. 

    The trial system is configured for sales processes that work only with opportunities. Leads won't show in this instance. You can change the methodology to include Leads.

    Set up the methodology your company uses under Company Details in CRM Setup.

    From the Main Menu, click My Profile > App Setup > CRM Setup > Company Details

    The following article will guide you through the process: Setting Up Your Company Details

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