The Sales Funnel – Other Options settings allow managers to customize what sellers see when entering or updating Opportunities. These configurations define whether certain warnings, pending stages, or close-week indicators are displayed. Each business unit can be set up individually, or managers can apply a single configuration across all business units.
For managers, these settings matter because they:
Simplify Seller Workflow: By hiding unnecessary warnings or fields, sellers can focus on logging meaningful pending opportunities.
Ensure Consistency: Enforce a standard funnel experience across teams or business units.
Prevent Errors: Control visibility of fields like close-week warnings or pending stage warnings, reducing confusion.
Enable Flexibility: Tailor configurations per business unit if markets or sales teams require different levels of detail.
The “Other Options” page helps managers balance discipline with efficiency, ensuring sellers log opportunities consistently without clutter.
