Salesforce Lead vs Opportunity: What is the difference?

  Рет қаралды 7,290

SkyPlanner

SkyPlanner

Күн бұрын

Пікірлер: 3
@jfbaro2
@jfbaro2 11 ай бұрын
Thanks for the insightful explanation! We're currently using FSC and I have a query about streamlining our sales process. Our goal is to reserve the PERSON ACCOUNT object exclusively for fully verified customers. We aim to utilize LEAD and OPPORTUNITY during the sales process, but it seems that an Opportunity needs a pre-existing PERSON_ACCOUNT record. Is there a standard or recommended approach to ensure PERSON ACCOUNT (Contact and Account) is created only after the complete onboarding process, including external deduplication? We'd like to efficiently manage Leads and Opportunities without compromising data quality. Any thoughts or suggestions on this?
@hemantkumar837
@hemantkumar837 Жыл бұрын
Thanks a lot :)
@vikastiwari6780
@vikastiwari6780 6 ай бұрын
Lead means potential customer they interested with our product After lead converted with qualified and non qualified these two categories.. Opportunity means deal - It includes stages if all done Then final closed won / lost.
What is Sales Cloud in Salesforce? | How it can help any business?
1:45:16
Salesforce Hulk
Рет қаралды 108 М.
Don’t Choose The Wrong Box 😱
00:41
Topper Guild
Рет қаралды 62 МЛН
Try this prank with your friends 😂 @karina-kola
00:18
Andrey Grechka
Рет қаралды 9 МЛН
So Cute 🥰 who is better?
00:15
dednahype
Рет қаралды 19 МЛН
Каха и дочка
00:28
К-Media
Рет қаралды 3,4 МЛН
Difference Between Leads & Opportunities In Salesforce | 2022
11:56
Nick Boardman
Рет қаралды 6 М.
Lead Conversion in Salesforce
14:30
Salesforce Hulk
Рет қаралды 45 М.
Salesforce Leads vs Contacts: What is the Difference?
7:50
SkyPlanner
Рет қаралды 2,2 М.
Opportunities Explained In Salesforce | Lightning Edition | 2022
11:43
Lead Process in Salesforce | How To Manage Leads in Salesforce Sales Cloud
4:20
ENWAY | Salesforce Partner
Рет қаралды 214
Opportunities in Salesforce
45:19
Salesforce Hulk
Рет қаралды 21 М.
Salesforce Leads, Contacts, Accounts, & Opportunities Explained
4:22
Rotive - Brian Hays
Рет қаралды 49 М.
Don’t Choose The Wrong Box 😱
00:41
Topper Guild
Рет қаралды 62 МЛН