Sales Methodology

Guides and documentation for Sales Methodology.

Sales Methodology Overview Video An introduction to Sales Methodology — make your team's methodology visible and actionable on every deal.The Stoplight Video How to read the sales methodology stoplight — the color-coded bubble indicator that shows deal qualification at a glance.Methodology Detail Panel Video How to use the sales methodology detail panel to review, edit, and accept AI suggestions for qualification fields.Methodology Setup Video How to configure your sales methodology fields in Akoonu Setup — for admins.Adding the Opportunity Page Widget Video How to add the sales methodology widget to your Salesforce opportunity page layout — for admins.