Deal and opportunity creation: Salesforce

If you're using Salesforce, your deal and opportunity creation will be different than other CRMs. 

Overview 

Opportunity 

At the end of a call -- Call Wrap-up -- you'll be able to link to Salesforce. Moreover, you can create an opportunity for the contact in question. 

There are a few opportunity-related questions to help you keep track of the essentials as you move towards a deal. 

Deal 

Selecting an account that pertains to a deal brings up a different set of questions.

For more general info on the wrap-up, check out that article


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