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