Salesforce opportunities, quotes, and products
Opportunities are potential revenue-generating deals for the sales org. They can be created from a lead conversion process, or a sales rep can create them manually from accounts in Salesforce. When a customer needs a quote, the sales rep can quickly use CPQ to generate the quote, add products using CPQ automation, generate the quote PDF, and then send it to the customer. If a customer already exists, then Salesforce amendments can be used. Chapter 7, Creating Contracts, Amendments, and Renewals, describes in detail amendments and renewals.
Let's learn how to create opportunities and quotes and add products in Salesforce CPQ.
Opportunities
Opportunities progress through different stages as the deal progresses from Prospecting to Closed Won or Closed Lost. Each opportunity stage is associated with a probability and these stages can be customized as per the business needs. As the stages progress, the probability of winning...