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Questions and Answers
What are some details included in opportunity records?
What are some details included in opportunity records?
- Name and phone number
- Location and address
- Date and time
- Account, amount, and stage (correct)
How can opportunities be created?
How can opportunities be created?
- Only by clicking "new" on the opportunities tab
- Both directly and through lead conversion (correct)
- Only through lead conversion
- By clicking "add" on the account related list
How can opportunity stages be changed?
How can opportunity stages be changed?
- By marking the opportunity as complete
- By deleting the opportunity and creating a new one
- By editing the opportunity record (correct)
- By linking the opportunity to an account
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Study Notes
- Opportunities are potential sales or deals with accounts
- Opportunity records include details such as account, amount, and stage
- Opportunities can be created directly or through lead conversion
- To create an opportunity, go to the opportunities tab and click "new"
- You can link the opportunity to an account by clicking "add"
- Opportunities can be viewed in the account related list
- Opportunity stages can be changed by editing or marking as complete
- Details can be added to the opportunity record
- Opportunities can be deleted by clicking the delete button
- The text provides a step-by-step guide to creating and managing opportunities.
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