Track and manage your potential deals and any deals that are in progress with
Salesforce opportunities. Opportunity records contain the details about all your deals,
including which accounts they’re related to, who the key players are, and the amount of
potential revenue. If your Salesforce admin has set up leads, an opportunity is created when a
lead is converted. Opportunities can also be created directly for the accounts that you’re
working.
Required Editions
| Available in: Lightning Experience and Salesforce Classic |
|
Available in: all editions for orgs created before Summer ’09
Available in:
Essentials, Group, Professional, Enterprise,
Performance, Unlimited, and Developer Editions for orgs
created in Summer ’09 and later
|
As your deals progress through the sales cycle, use the opportunity record to capture all the
details about the deal.
- Add products and attach files, such as contracts or data sheets.
- Log the calls you make so there’s visibility into the conversations about the deal.
- Use Notes to jot down things during customer meetings.
- Create tasks for key activities and calendar events for client meetings.
- Send email to the opportunity contact or other key decision-makers.
As you negotiate and work the deal, share sales strategies with colleagues or ask your
manager for targeted guidance about the deal, and update the stage to indicate where the deal
is in the process.
