/
Managing Opportunities
Managing Opportunities
As an opportunity moves through its applicable stages, an account manager can update any of the information on the Opportunities record and populate any new fields (such as adding new contacts, adding competitor information, or tracking reference checks). These tasks are covered in following sub-topics:
- Creating Opportunities Records
- Creating Opportunity Contacts
- Specifying Line Items for Opportunities
- Tracking Opportunity Partners
- Tracking References for Opportunities
- Tracking Competitors
- Tracking Opportunity Roles
- Recording Opportunity Status Reports
- Reviewing an Opportunity Status Report
- Reviewing Opportunity History
- Closing Opportunities
, multiple selections available,
Related content
How to Use Sales Force Automation
How to Use Sales Force Automation
More like this
Using Sales Force Automation
Using Sales Force Automation
Read with this
About the Opportunities Form
About the Opportunities Form
More like this
Creating Opportunity Contacts
Creating Opportunity Contacts
More like this
About the Account Managers Form
About the Account Managers Form
More like this
How to Use Sales Force Automation
How to Use Sales Force Automation
More like this
Copyright © 2014-2019 Aptify - Confidential and Proprietary