In this lecture, we reorder the sequence of Stages on Opportunities as well as adjust the probabilities associated with Stages. We discuss how probabilities impact the Expected Revenue on your Opportunities, and in turn how that impacts your Forecast. We visualize your Pipeline through the Kan Ban view in Lightning Experience as well as building our first pipeline report and chart.
In this lecture we look at sample test question #1 from the exam guide, which mentions Sales Pipelines.
In this lecture, I introduce you to Assets. We discuss the use cases for implementing Assets in your org. We then work through the functionality of Assets and how they relate to Closed/Won Opportunities as you relate Assets to Products, Accounts and Contacts.
Resources:
What Are Assets? - https:...
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,...
