In this lecture I show you how to create a new opportunity from an account in Lightning Experience. I cover the amount, next steps, and other key fields for an opportunity. We cover the Opportunities related list on the Account and then we dive deep into the Opportunity page layout.
I also cover the new Sales Path, which displays the various stages that are available. I demonstrate how to change stages by clicking and confirming on the Sales Path, which is only available in Lightning Experience. I also show you how to view Stage History on an opportunity via the Sales Path on the opportunity.
We also review the Chatter feed, as well as following an opportunity. The Details tab is also covered, along with in-line editing of an opportunity. Change ownership is also covered.
I also demonstrate how to create a new case from within an opportunity in Lightning Experience. I also add an opportunity note. We create additional opportunities for similar deals via the clone process on opportunities in Lightning Experience.
I show how to edit opportunities from a list view and then give you a sneak peak at the Opportunity Board. I finish out the lecture by adding products to an opportunity from a price book, and demonstrate how that works in Lightning Experience.
I demonstrate the Sales Path in Lightning Experience. I cover the Key Fields and Guidance for Success that guide you in filling in the most important information on an opportunity as it travels through the different stages of your sales process.
I then show you how to configure and set up the Sa...
This is simply the most talked about, jaw dropping feature of Lightning Experience. You may have heard it called the Opportunity Board. Whatever you call it, it is cool and we are going to dive into the Opportunity Kan Ban. I'll show you how to set it up in your own Salesforce instance.
I demons...
In this lecture I show you how to adjust your page layout via the Lighting Page Editor to move the Contact Roles related list higher up on the opportunity page layout. I then show you how to add Contact Roles to Opportunities. Contract Roles help you signify who the Executive Sponsor, Decision Ma...
