ONLY PERFORM ASSIGNMENTS IN SANDBOX

Assignments

1. Depending on the module that your team is planning to use, create a category within the module called Lesson 8 Category - [your last name], make the key your initials
   • Example:
     • Lesson 8 Category - Lawrence
     • BL

Back to the video

1. Within the category that you've created, update the Roles/Permissions to give all permissions to the user role that you created in Lesson #6
2. Add 4 stages to the category and make 2 of the stages final stages titled Closed - [your last name] and Cancelled - [your last name], respectively
   • Example:
     • 1st Stage - Lawrence
     • 2nd Stage - Lawrence
     • Closed - Lawrence
     • Cancelled - Lawrence
3. Add transitions to the category, more specifically, your 1st stage should go to either the 2nd stage or Cancelled - [your last name] and the 2nd stage should go to either Closed - [your last name] or Cancelled - [your last name]

Back to the video

1. In the 1st stage of your category, add at least one field and add the account custom field that you created in Lesson #6
2. Assign the 1st stage of your category to the user role that you created in Lesson #6
3. In the 2nd stage of your category, add at least one field
4. Assign the 2nd stage of your category to the user role that you created in Lesson #6
5. In the 2nd stage of your category, add a stage signature step and assign that step to any user role within your account that isn't your Lesson #6 user role

Back to the video

1. Review your category and confirm that you haven't violated any best practices
2. Approve your category for use

Back to the video