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Rejones Sales Coaching with Content
I would like to see if anyone has a recommendation on how I could achieve the following request.
I would like for a box of recommend documents and next steps to pop up for my sales team on the Lead and Opportunity objects.
I want the documents and next steps to change based on the Stage/Status and what product they select.
The recommended documents would be housed on the content object.
FYI -I have already looked at Sales Coach and that is not completely what I am looking for.