Can you customize or change labels on IN-MARKET BUYING STAGES?

Osama

Does anyone know if we can customize or modify the lables the in-market buying stage (Target, Awareness, Consideration, Decision, Purchase) to something that aligns more with company's sales stages? or at least change the default labels to something else?

Amanda Wilson

Hi @Osama. Is the desire to just change the nomenclature that appears in your MAP and CRM? If so, you could create a new field and map the scores that 6Sense pushes to your preferred values. However, this would not reflect in the OOTB dashboards or platform.

Another thing worth looking into would be the "opportunity stage configuration" in 6Sense.

Osama

Thank you for your response @Amanda Wilson. This is more for a report that I would like to generate and send to each account manager to see the activity on their accounts based on 6sense scoring. 6sense "Purchase" does not really mean "ready to purchase" in our world due to the complexity and sales cycle. So having a label that is more reflective something like "High Interest" would be more credible when account managers receive the report or look at the dashboard.

Thanks,

Osama

Rawan

Hi @Osama! The stages can't be changed out of the box, however to Amanda's point, you can do customization in SFDC.