An Opportunity is a potential sale to an account, and the ability to accurately enter and track Opportunities can mean the success or failure of a sale. The Opportunity feature of SalesLogix allows sales representatives and sales managers to collect, analyze, forecast, and report on a variety of information related to sales such as:
This workshop will focus on establishing Opportunity Defaults and recommended required fields when creating a new Opportunity.
Upon completion of this workshop the user will be able to accurately create Opportunities. The user will also have advanced knowledge in creating Opportunity Defaults and establishing recommended required fields when entering an Opportunity.
For SalesLogix Web v7.2 and Above.