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Learn How To Manage Opportunities in Salesforce Classic
Introduction
Read Me First!
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How to Get the Most out of This Course (5:31)
Understand the Opportunities Tab
Opportunities Tab Overview (3:15)
List Views for Opportunities
Opportunity List Views (6:26)
Searching for Opportunities
How to Search for Opportunities (1:56)
Create New Opportunities
Create A New Opportunity (6:41)
Update Existing Opportunities
How to Update Existing Opportunities (1:46)
Opportunity Stages & Probability
Understanding Opportunity Stages & Probability (5:11)
What is Opportunity Close Date?
Opportunity Close Date (2:48)
Contact Roles on Opportunities
Understanding Contact Roles on Opportunities (5:33)
Opportunity Teams
Working with Opportunity Teams (2:37)
Tracking Activities w Opportunities
Tracking Activities with Opportunities (9:15)
Campaign Influence on Opportunities
Tracking Campaign Influence on Opportunities (5:47)
Collaborating Internally Regarding Opportunities w Chatter
Chatter on Opportunities (3:00)
Bonus: Opportunities for Nonprofits
Opportunities for Nonprofits (10:32)
Managing Opportunities on Salesforce1 Mobile
Opportunities on Salesforce1 (3:14)
Additional Resources
Additional Resources for This Course
Understanding Contact Roles on Opportunities
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