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Microsoft Dynamics CRM 2011 Unleashed
book

Microsoft Dynamics CRM 2011 Unleashed

by Marc Wolenik, Damian Sinay, Rajya Bhaiya
September 2011
Intermediate to advanced content levelIntermediate to advanced
1008 pages
24h 27m
English
Sams
Content preview from Microsoft Dynamics CRM 2011 Unleashed

Opportunities

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 ...

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Publisher Resources

ISBN: 9780132682084Purchase book