Difference Between Leads & Opportunities In Salesforce

Difference Between Leads & Opportunities In Salesforce | 2022

Рет қаралды 3,956

Күн бұрын

Need Help With Salesforce? Check Out - www.crmcrew.com/
In this video I explain the difference between leads & opportunities in Salesforce.
00:00 - Intro
00:34 - Leads Explained
07:57 - Opportunities Explained
11:19 - Outro
Email: info@crmcrew.co.uk
Telephone: 01494 256996
Personal LinkedIn: www.linkedin.com/in/nick-boardman
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CRMCrew provides CRM training solutions for businesses around the world. We offer bespoke online video training courses based on your CRM system & business processes, as well as 1-1 and group training. We also provide valuable free training content on our KZfaq channel.

Пікірлер: 6

@Alex-xk8fm Ай бұрын

Thanks from 1000s of salesmen dude . Thanks so much

@charlesajiboye4421 10 ай бұрын

Very insightful and great explanation. Kudos 💪

@eblanche 10 ай бұрын

Hello, I do not understand why I cannot have a lead related to a parent contact as we can do it with Microsoft Dynamics. If you are in B2B business with large accounts and several offers, and if one of your contact visits you in an event and tells you that he may be interested in one of your offer, why should I create an opportunity instead of a lead ? I do not understand why I should have an opportunity here and sometimes a lead. More precisely, I understand but I do not agree and I can do it with Microsoft Dynamics. So why not with Salesforce ?

@martinstaste Жыл бұрын

Hi Nick, I am comparing Zoho with Salesforce. Is there a Lead stages in Zoho, similar to Salesforce Leads stages?

@NickBoardman Жыл бұрын

Yes there is! What is the use case for the system and maybe I can suggest the most suitable product?

@earlb3 Жыл бұрын

You created a duplicate contact for Nick Boardman. You have 2 contacts in that account now: Nick and Nick Boardman (but they're the same people) LOL Just starting Salesforce, but pretty sure this is NOT "Best Practice"