In order to implement multiple Sales Processes, we create Opportunity Record Types to correspond with each of the 3 Sales Processes we previously created. We then adjust the stages for Opportunities for each Record Type. We also look at how Record Types control picklist selection values. Finally, we cover how to perform Page Layout Assignments and how those are specified by Profile and Record Type.
In this lecture, I discuss how Price Books work with Opportunities.
Opportunity product line items are explored in this lecture.
In this lecture I demonstrate product scheduling.
