Then let’s move on to the Salesforce Opportunity record, which tracks your steps on the way to closing your deals successfully.
Prospecting stage
Next tip
Sales Path stages are customizable, so you can tailor them to your sales process. Using action-based titles like “Prospecting” increases a sales process’s visibility.
1. Sales Path
Next tip
Key Fields can be configured for each Opportunity step. Set up the most important fields to draw your reps’ attention to them.
2. Key Fields
Next tip
The Opportunity quality is evaluated automatically, based on your prospect’s details like geographic location, the company’s size, revenue, etc.
3. Opportunity quality
Next tip
Using Opportunity Probability, you can estimate the likelihood of winning an Opportunity.
4. Probability
Next tip
Sales reps can access the Account information just hovering over the Account Name field.
5. Account
Next tip
Once you consider the prospect suitable to pursue, click the Mark the Stage as Complete button and move to the next step.
6. Next stage
You can switch between tips clicking on numbers.
Ok, got it
And between the stages clicking on the titles.
Ok, got it
After a Lead has been converted into
an Opportunity, your sales reps start prospecting to evaluate potential customers and start communication.
A new Opportunity
Next tip
See how your sales reps can successfully move an Opportunity through its stages tracking their deal’s status, keeping in touch with customers and and getting guidance from their managers.
