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How to Sync Quotes using Apex
In Salesforce, quotes are a representation of prices that have been proposed to a customer for products or services. If you aren’t familiar with opportunities, quotes and products please review my post about Designing a Sales Process in Salesforce. An opportunity may have lots of quotes associated to it but only one quote may be […]
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Designing a Sales Process in Salesforce
A sales process is a series of repeatable steps that the sales team will take with a prospect to sell them the product.
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What’s the difference between a Lead and Opportunity?
A lead is basically a person that has contact information that you should be able to sell to, they have been created because they have contacted you in someway with some sort of need whether this be that they filled out a contact form on your website or they exchanged business cards with somebody at […]