The Sales Process in Salesforce dictates the various stages that an opportunity goes through in the lifecycle of a deal. This lecture covers the various stages that can be set for an Opportunity, and how the stage impacts your forecasted revenue, as you move closer to closing a deal. We also explore the scenarios of what happens when you close a deal as lost, as well as closing a deal as won.
I also show you how to perform mass edits from a list view as I update dozens of opportunities close dates all at once. It's a helpful tip that you will find yourself using more and more as you gain experience on the Salesforce platform.