1.

What Are The Prerequisites To Create An Opportunity?

Answer»

Lead is the perquisites for opportunity after qualifying it as a hot lead then it is SEND through workflow and then opportunity is created.or For opportunity, we can create 2 ways ONE for follow­up transaction: For lead or direct opportunity, in follow up transaction for lead you should maintain copy control for lead to opportunity, then if lead is qualify respective levels for the workflow, automatically opportunity will CREATES .For opportunity, you should maintain SALES cycle and phases, and all profile proper WAY and then follow up for opportunity you should maintain copy control.

Lead is the perquisites for opportunity after qualifying it as a hot lead then it is send through workflow and then opportunity is created.or For opportunity, we can create 2 ways one for follow­up transaction: For lead or direct opportunity, in follow up transaction for lead you should maintain copy control for lead to opportunity, then if lead is qualify respective levels for the workflow, automatically opportunity will creates .For opportunity, you should maintain sales cycle and phases, and all profile proper way and then follow up for opportunity you should maintain copy control.



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