In the team pages, you also can manually add sales team members to an opportunity.By allocating sales credit to salespeople on product lines, you can capture the amount of credit salespeople receive for the sale.Following are the fields initially set to default values when you create an opportunity: Opportunity Name is the only field required to be filled out when creating an opportunity.
In addition, they can use the supplied sales methods and sales stages to step the opportunity to its eventual conclusion. Create, manage, and close opportunities, supporting the entire sales life cycle.
By integrating with leads, you can convert leads to opportunities.
You also can be assigned as the owner by someone else.
Selecting the list displays a list of all of the open opportunities expected to close within the current calendar or fiscal period where you are on the opportunity team.
You are on the opportunity team if you created the opportunity or you can be assigned to the team either by an automatic assignment process or by another team member.
In the opportunities landing page, several different saved searches retrieve specific sets of records.
When you move an opportunity from one sales stage to the next, the opportunity-level win probability increases to reflect the progress of the opportunity.
The win probabilities of all product lines that are in sync with the opportunity-level win probability also change to match the opportunity-level probability.
For each sales stage, administrators can create action items (process steps), task templates, recommended documents, assessment templates, and required fields for use in opportunities.
In addition, administrators can specify a different default win probability percentage for each sales stage.
You can leave the default forecast territory on the product lines or assign another forecast territory.