Working with Sales Opportunity Records
A Sales Opportunity (Opp) is a type of record that captures sales information for leads and clients. This may include a money value and any products or services that yo...
Adding Sales Opportunity Products
As you research products and services for leads and clients, add them to a Sales Opportunity (Opp) to track sales status (e.g., proposed, accepted, decline) and pre-pol...
Associating Sales Opportunities with Policies
Associating a closed-won Sales Opportunity (Opp) with a Policy allows you to attach all of its historical data for enrollment, election, coverage, and cross-selling pur...
Creating Sales Opportunity Workflows
Video recorded in March 2021.
What is covered
Why you would create Automated Workflows for Sales Opportunities
How to create Automated Workflows for Sales Opportunities