Deal and opportunity creation: SalesforceLast Updated: January 24, 2019
If you're using Salesforce, your deal and opportunity creation will be different than other CRMs.
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.
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.