Opportunities

Tip To learn more about using opportunities and leads, complete the Leads & Opportunities Trailhead module.

As your deals progress through the sales cycle, use the opportunity record to capture all the details about the deal.

• Add products and attach files, such as contracts or data sheets.
• Log the calls you make so there’s visibility into the conversations about the deal.
• Use Notes to jot down things during customer meetings.
• Create tasks for key activities and calendar events for client meetings.
• Send email to the opportunity contact or other key decision-makers.

As you negotiate and work the deal, share sales strategies with colleagues or ask your manager for targeted guidance about the deal, and update the stage to indicate where the deal is in the process.

• Set Up Opportunities and Opportunity Products
  Help your sales reps close deals faster by customizing options for opportunities and the products you sell.
• Manage Your Opportunities
  Create, share, clone, and move your opportunities through your sales process.
• Manage the Products on Your Opportunities
  To help manage your deals effectively, add products to opportunities.
• Track Your Competitors
  Track competitors in a pending sale by listing the competitors’ names in the opportunity. You can enter the names of new competitors, or choose from a list of competitors defined by your administrator. To access this information, go to the Competitors related list of the opportunity.
• Opportunity Fields and Opportunity Product Fields
  Review details about opportunity fields and opportunity product fields.
• Opportunities: What’s Different or Not Available in the Salesforce Mobile App
  Not every Lightning Experience feature is in the Salesforce mobile app. Find out what’s different.