Salesforce
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…
Tag: Salesforce Admin
Salesforce
Tracking Why a Lead or Opportunity is Unqualified or Lost
One of the key advantages of CRM is that it gives insights for management into the Sales process and provide feedback what…
Salesforce
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…