Deals & Pipelines:
- What is a deal? How do we create deals?
- How do we capture information on a deal record?
- How does it interact with other objects?
- How do we group deals together to work effectively?
Managing Contacts & Companies:
- What is Lead Status? What purpose does it serve?
- What is Lifecycle Stage? What purpose does it serve?
- What is a Deal Stage? What purpose does it serve? How does it interact with forecasting?
- How do these properties interact?
Deal Stage Configuration:
- How do I create a pipeline that will enable accurate forecasting?
- What should be a deal stage vs an automated task?
- When should I create multiple pipelines?
- What are examples of actions you can automate?
- How might these automated actions apply throughout the sales process?
- How can you automate these when adjusting deal stage settings?
Intro to Sales Reporting:
- What type of reporting is available?
- What is a dashboard?
- How can I use previous data to calculate win probability?