Turn Opportunities into Deals

Move opportunities through the sales process, and track exactly what you're selling and for how much.

• Products and Price Books
  Products are a base catalog of all the items and services you sell and their standard prices. Price Books let you create a custom collection of products with associated list prices for specific uses.
• Opportunities
  Track and manage your potential deals and any deals that are in progress with Salesforce opportunities. Opportunity records contain the details about all your deals, including which accounts they’re related to, who the key players are, and the amount of potential revenue. If your Salesforce admin has set up leads, an opportunity is created when a lead is converted. Opportunities can also be created directly for the accounts that you’re working.
• Quotes
  Quotes in Salesforce represent the proposed prices of your company’s products and services. You create a quote from an opportunity and its products. Each opportunity can have multiple associated quotes, and any one of them can be synced with the opportunity. When a quote and an opportunity are synced, any change to line items in the quote syncs with products on the opportunity, and vice versa. Get an overview of all your quotes on the Quotes tab. And if you’re using Lightning Experience, track sales activity in Path and stages in Kanban.
• Contracts
  A contract is a written agreement between parties. Many companies use contracts to define the terms for doing business with other companies. Use Salesforce to establish and document the contracts that you have with your accounts and opportunities. Track the contract through your approval process. And use workflow alerts to remind yourself of contract renewals.
• Orders
  Use orders to track your customers’ requests for products and services.