Manual Setup
Customer Statuses
Navigate: Setup > Sales > Customer Statuses
For the Lead Board to work "as is", the following Customer statuses must be set up in your environment
Internal id 6 = Marketing Qualified (rename Unqualified)
Internal id 7 = Pending sales Qualification (rename Qualified)
Internal id 17 = Subscriber (add this one)
Internal id 18 = Inactivated (add this one
To see what statuses you have, - navigate to : Setup > Sales > Customer Statuses
If you can add the statuses missing and change existing lead statuses, so it matches the above internal ids, you can run this pre-built Lead Board out of the box. Otherwise you will have to do some changes in the Board Column settings so the status for each column matches the statuses you use in your environment.
For the PIPELINE Board to work "as is", the following Customer statuses must be setup/updated in your environment
Internal id 8 = Opportunity Identified
Internal id 9 = Qualifying
Internal id 10 = Proposal
Internal id 11 = In Negotiation
Internal id 12 = Purchasing
Internal id 13 = Closed Won
Internal id 14 = Closed Lost
To see what statuses you have - Navigate: Setup > Sales > Customer Statuses
If you can update your statuses so it matches the above internal ids, then you can run this pre-built Pipeline Board out of the box. Otherwise you will have to do some changes in the Board Column settings and corresponding drop action so the status for each column matches the statuses you use in your environment.
If you have enabled and disabled all features in chapter pre requistes
And Changes Customer status
Now it is time to install pre built boards
Last Sales Activities
Navigate: Setup > Company > General Preferences