THIS IS A TEST INSTANCE. ALL YOUR CHANGES WILL BE LOST!!!!
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Opportunity Management
The opportunity is a deal that you have the possibility to close. Opportunity management offers a systematic approach to manage opportunities and activities performed with them. We can track who are we selling to and what is the expected revenue to close.
Following are the key fields :
- Name: There’s a standard naming convention that most people use to get more information from the name only and that’s the company name dash what are you selling.
- Probability: It’s a percentage field. It’s your possibility that you are going to close that deal.
- Estimated Amount: Opportunity worth from a revenue standpoint.
- Close Date: Best guess on when that deal is going to close.
- Lead, Lead Source, Marketing Campaign: Couple of fields that get set when you come out of Lead Conversion. So, when you convert that Lead, there are some fields that are set on the Opportunity that you need to know about.
- Next Step: What will be the next activity after creating the opportunity.
- Next Step Date: When will the next step be executed.
Level-1:
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