How to "Stamp" your 6QA value on your Opportunities!

[Deleted User]
[Deleted User] Posts: 0 6senser
edited December 2023 in All Discussions
Step by Step flow to Populate field on Opportunity.pdf

Hello!! Chris Dutton with 6sense, we often get asked "How do we do that" If you're using SFDC as your CRM, I want to share the step by step instructions on how you can start to populate your 6QA value and 6s Buying Stage on our opportunities upon creation. In one of my previous post, I talk about the benefit of the "why" and what types of insights you can start to get within your CRM. Check it out.

Without any further ado.

We recommend using SF Flows. (you can use Apex code as well, but flows might be easier)

PDF Attached!

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