Domain 310% of scored content
Sales and Marketing Applications
The sales cycle from lead to closed opportunity, products and price books, and the marketing side: campaigns, lead capture and assignment, and forecasting.
2 topics
About 4 minutes of reading
- 3.1Leads, opportunities, and the sales processA lead is an unqualified prospect. Converting it creates an account, a contact, and optionally an opportunity. Opportunities move through stages defined by a sales process, and products from a price book give them their amount.2 min read
- 3.2Campaigns, lead capture, and forecastingMarketing tracks its work with campaigns and their members, and brings in leads from web forms and imports. Assignment rules and queues route those leads to the right people. Forecasting rolls up the expected revenue from opportunities by forecast category and hierarchy.2 min read