In SalesLogix an Opportunity is a potential sale to an account.  The ability to accurately enter and track Opportunities can mean the success or failure of a sale.  Opportunities enable sales people and sales managers to collect, analyze, forecast and report on a variety of information related to sales deal such as:

• Probability of close
• Potential revenue
• Days in pipeline
• Estimated and actual close date

This workshop will focus on establishing Opportunity Defaults and recommended required fields while creating a new Opportunity.

Upon completion of this workshop the user will be able to accurately create Opportunities.  The user will also have advanced knowledge in creating Opportunity Defaults and establishing recommended required fields when entering an Opportunity.

Workshop registration is only available to registered community members. Registration is FREE and entitles you to full community benefits, such as workshops, forums, downloads and more! To register for this workshop, you must do one of the following: Register to become a community member Sign in if you are already a member