Presentation
- Definition of an Opportunity: an Opportunity is any potential business able to generate sales revenues with existing customers or prospects.
- There are 3 types of Opportunities:
Types of Opportunities |
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Opportunities are categorized along 3 types. Guidelines to select the right opportunity type:
There is one single process for all the opportunity types: |
What is an Opportunity vs. what is not an opportunity |
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 Cross-BU Lead: an opportunity to share with another GBU/BU.... |
Process Overview |
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Related articles in Wiki (Classic) :
- Create a New Opportunity (Salesforce Classic )
- Clone an Existing Opportunity (Salesforce Classic)