Lesson #8 - Assignments

ONLY PERFORM ASSIGNMENTS IN SANDBOX

Assignments

CATEGORIES
  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

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CATEGORY SETTINGS AND STRUCTURE
  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]

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CATEGORY FIELDS AND WORKFLOWS
  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

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

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