Salesforce Opportunities - Deals in progress
Quick Intro
Track and manage your potential deals with Salesforce opportunities. Opportunities are deals in progress. Opportunity records track details about deals, including which accounts they’re for, who the players are, and the amount of potential sales. If your Salesforce admin has set up leads in your Salesforce org, an opportunity is created when a lead is converted. Opportunities can also be created directly for accounts you’re working.
Help Sales Teams
Opportunity deal change highlights help sales teams prioritize their work by calling out recent changes in deal size and close date. For example, calling out recent changes to deals can help sales managers with their weekly coaching sessions.
automation
cloud
contract
crm
deals
finance
finances
fintech
investment
managment
money
pay
payment
sales
service
uxdesign
web
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Posted on
May 12, 2023
More by RonDesignLab ⭐️ View profile
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