Opportunities Explained In Salesforce | Lightning Edition | 2022
Рет қаралды 6,829
Күн бұрынNeed Help With Salesforce? Check Out - www.crmcrew.com/
In this tutorial I explain what are, how to create and manage opportunities in Salesforce.
00:00 - Intro
00:34 - What Are Opportunities?
02:13 - Creating An Opportunity
05:20 - Managing Opportunities
06:52 - Using The Sales Pipeline
09:26 - Views
11:06 - 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.
@arunulianchery135 Жыл бұрын
Thank you Nick. This was very useful for me to understand Opportunities in Salesforce. Good one!
@barbaraibarguengoitiaalcor6670 Жыл бұрын
Great, amazing, so unbelievably helpful and useful!!! (kanban view would be my preferred one as well). Thank you!!
@azeeas62 8 ай бұрын
Great work Nick! Very helpful and explained and presented it very effectively. Can you share video link for Admin or Developer segments
@sulyowolabi2868 Жыл бұрын
I rarely ever comment but this video has been so useful and I'm going to watch all the rest
@NickBoardman Жыл бұрын
Amazing, I am pleased I could help :)
@analuciaariassalguero2334 10 ай бұрын
Very useful video Nick! My only question is Why isn´t the field "Amount" mandatory when entering the information of the opportunity?
@jeremyandrews7064 3 ай бұрын
What if customer cancels the RFQ, so its not won or lost? How do you mark / track this?
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