What should an administrator do to incorporate a new sales team's process with unique stages?

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The chosen answer is the most effective approach for incorporating a new sales team's process with unique stages because it allows for both customization and functionality tailored specifically to that team's needs. By creating new values for the opportunity stage field, the administrator ensures that the unique stages relevant to the new sales team are properly recognized in the system. Furthermore, assigning these new stage values to a custom sales process ensures that the stages align with the specific workflow and methodology used by the team.

Utilizing a custom record type provides flexibility, as it allows the new team to have a distinct set of processes and information fields that are relevant to their sales activities. This means that the new sales team can operate with their unique stages without impacting the existing processes used by other teams, thus promoting efficiency and clarity within the organization.

This option effectively combines the need for custom stage tracking and the structural integrity of the sales process, ensuring that team members have a coherent and efficient experience while managing their sales opportunities.

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