We previously looked at CPQ and created a Quote in the Solution Design section of this course. We take the Quote object further now that we are in the Opportunity Management section of the course, by creating an additional Quote Template to generate another PDF from. We then save the Quote PDF and email it, and then I demonstrate how that appears in the Activity Management related list of the Quote, with the attachment listed.
Contracts are related to Contacts, Accounts and Cases and an active contract is required in order to process Orders in Salesforce. In this lecture, I show you how to customize the Status order of Contracts and also we walk through adding the Contracts related list to the Account page layout.
In this lecture we discuss campaigns and opportunities and how they relate to one another.
Campaign Influence and adding the influential campaigns related list are discussed.
