Sales Opportunities

Working with Sales Opportunities & Products and creating Sales Opportunity workflows.

  • Working with Sales Opportunity Records
    Overview 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
    Overview 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
    Overview 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 P...