An Opportunity is an expression of potential revenue. In a CRM, opportunities are given an amount, an expected close date, and are associated with an Account. During the sales cycle, an opportunity may progress through various sales stages until it …
Continue Reading →Yes! In the account detail view, scroll down to the All Activities area. You will notice a Roll Up button. If the button displays Roll Up On, then roll up is enabled and you will see all related activities for …
Continue Reading →A contact is your point of communication for an organization (account). Contacts are generally qualified individuals. There can be numerous contacts for one account. A contact can be created 3 ways: From the Contacts tab Place your mouse over the …
Continue Reading →To convert a lead record into a contact record and account, do the following: Click into a Lead record Click the Convert link. The system will choose to auto create a new account record. Click the Select Account link to …
Continue Reading →A lead is a sales prospect and generally represents the first stage in the sales process. The lead is a person who has not yet been qualified and might be interested in your product or service. When the lead becomes …
Continue Reading →An account is a company with whom you do business. The account record is the main point of information and interaction. Within the account record, you can view all related contacts, opportunities, notes, and other activities.
Continue Reading →A lead is a sales prospect and generally represents the first stage in the sales process. The lead is a person who has not yet been qualified and might be interested in your product or service. To create a new …
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