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