When you convert a lead, Salesforce uses the information stored in the lead record to create a business account, a contact, and an opportunity. 在转换潜在客户为业务机会时,可以同时创建业务机会、创建客户、联系人三条记录。如果lead中没有公司名字,则为个人客户。 创建一个lead记录后,点击Convert,做转...
OpportunityCompetitor 常用字段:CompetitorName,OpportunityId,Strengths,Weaknesses ; 可以通过Opportunity.xxxField获取Opportunity的字段 3. 维护你的Partner信息 在Opportunity中也可以维护你的Partner信息,Partner在Salesforce中对应的API 名字为OpportunityPartner,当新建了一个Opportunity 的partner以后,同时也会在这个Opportunit...
OpportunityCompetitor 常用字段:CompetitorName,OpportunityId,Strengths,Weaknesses ; 可以通过Opportunity.xxxField获取Opportunity的字段 3. 维护你的Partner信息 在Opportunity中也可以维护你的Partner信息,Partner在Salesforce中对应的API 名字为OpportunityPartner,当新建了一个Opportunity 的partner以后,同时也会在这个Opportunit...
Never miss an opportunity to follow up with potential clients with this efficient workflow. When a new lead lands in your Mobilo Card app, it's instantly created in your Salesforce app. Enjoy streamlined operations and speedy responses, helping to convert those leads i...
在设计你公司的销售流程时,每一个销售经理都会面对什么时间将一个lead转换成一个opportunity的问题。从lead转换成为一个opportunity是一件标志事件——这意味着lead是合格的,感兴趣的和潜在准备好和你做生意的客户。然而,许多不同行业不同公司销售经理确面对同样的问题,
当Lead上有Notes & Attachment, 转换后在转换的 Account / Contact / Opportunity 将均拥有这个Notes & Attachment Lead Convert 步骤: 进入一个想要Convert的lead,点击Convert按钮; 如果系统已经有Account,则选择已有的Account,如果没有则新建 如果系统已经有Contact,则选择已有的Contact,如果没有则新建 ...
3. Create Opportunities from Leads and Contacts To create an opportunity and contact role simultaneously, the opportunity can only be created from Lead or Contact – not from Account records, and not from the easy “New” button on the opportunities tab. That way, Salesforce knows which Contact...
在Lightning Experience中,可以给记录页面加上路径(Path),便于销售能更直观的看到目前的潜客或业务机会处在哪个阶段,并进行跟进。 Path中可以给每个阶段加关键字段(Key Fields)和成功指南(Guidance for Success)。 但是由于Lead和Opportunity有标准的阶段:Convert、Close Lost、Close Won。每个自定义阶段都能成... ...
Prospect vs Lead vs. Sales Opportunity: The DifferencesUnderstand prospect vs lead and how to manage them and opportunities to optimise your sales strategies, prioritise resources, and close deals effectively. Salesforce Staff May 16, 2024 12 min read ...
After a Lead is converted, using the “New Opportunity” button on the Opportunity or Account pages (or any other method to create a new Opportunity).X It all depends on whetherthe contact is directly related to the opportunity at the time it’s created– that’s the gotcha!