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Salesforce For Dummies, 8th Edition
book

Salesforce For Dummies, 8th Edition

by Liz Kao, Jon Paz
May 2024
Intermediate to advanced content levelIntermediate to advanced
416 pages
10h 1m
English
For Dummies
Content preview from Salesforce For Dummies, 8th Edition

Chapter 9

Tracking Opportunities

IN THIS CHAPTER

Bullet Demystifying Opportunities

Bullet Creating new Opportunities

Bullet Changing Opportunity records

Bullet Organizing Opportunity lists and Contact roles

Bullet Using Chatter to follow Opportunities

Your sales pipeline is the lifeblood of your business. It’s the list of deals that can help you achieve your sales targets. But try as you might, you can probably never close every deal in your pipeline. Things happen: Budgets get slashed, projects get tabled, you lose to a competitor, decision makers change. So you need enough deals to give yourself the chance to hit and exceed your revenue goals in a given time frame.

An Opportunity in Salesforce is a sales deal that you want to track to an ultimate conclusion (ideally, a win). The Opportunity record has tools to help you efficiently track and close a sale. By using Salesforce, you can manage more Opportunities at the same time and pursue each Opportunity with greater precision. For example, if you’re a Salesforce ...

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Publisher Resources

ISBN: 9781394231669Purchase Link