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Qualify stage Created Jan 22, 2019 (05:44) by Unknown User (Sylvain Michel Alexandre Pingont)

Definition

First stage in the opportunity management process allowing creating the opportunity, entering general information, defining the opportunity team, selecting an opportunity product and end-use, entering the business potential, etc.

Quotation Created Jan 22, 2019 (05:44) by Unknown User (Sylvain Michel Alexandre Pingont)

Definition

Process in Salesforce.com which allows creating, approving, submitting and communicating the quote internally or to the customer.

Synonym(s)

    Quote_management Quotation_management

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