September 2011
Intermediate to advanced
1008 pages
24h 27m
English
Just as a Lead can ultimately lead to a customer, an Opportunity is considered a potential sale to a customer. For this reason, Opportunity records must associate with existing customer records. Also, although it is not a required part of a sales process, Opportunities provide insight into potentially upcoming sales and, when used in conjunction with the Sales Pipeline report, can forecast revenue by date, probability, and potential revenue.
Opportunities tie closely to Quotes, Orders, and Invoices because they use the base information found on the originating Opportunity when they are being created. Additionally, Opportunities are commonly created from Leads and contain the base information from the originating Lead.
Opportunities ...