Sales Methodology Overview
An introduction to Sales Methodology — make your team's methodology visible and actionable on every deal.
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The Stoplight
How to read the sales methodology stoplight — the color-coded bubble indicator that shows deal qualification at a glance.
Methodology Detail Panel
How to use the sales methodology detail panel to review, edit, and accept AI suggestions for qualification fields.
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.
