Difference Between Leads & Opportunities In Salesforce | 2022

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  • Опубліковано 25 лип 2024
  • Need Help With Salesforce? Check Out - www.crmcrew.com/
    In this video I explain the difference between leads & opportunities in Salesforce.
    00:00 - Intro
    00:34 - Leads Explained
    07:57 - Opportunities Explained
    11:19 - Outro
    Email: info@crmcrew.co.uk
    Telephone: 01494 256996
    Personal LinkedIn: www.linkedin.com/in/nick-boardman
    CRMCrew LinkedIn: / crmcrew
    CRMCrew provides CRM training solutions for businesses around the world. We offer bespoke online video training courses based on your CRM system & business processes, as well as 1-1 and group training. We also provide valuable free training content on our UA-cam channel.

КОМЕНТАРІ • 6

  • @Alex-xk8fm
    @Alex-xk8fm Місяць тому

    Thanks from 1000s of salesmen dude . Thanks so much

  • @charlesajiboye4421
    @charlesajiboye4421 10 місяців тому +1

    Very insightful and great explanation. Kudos 💪

  • @martinstaste
    @martinstaste Рік тому +1

    Hi Nick, I am comparing Zoho with Salesforce. Is there a Lead stages in Zoho, similar to Salesforce Leads stages?

    • @NickBoardman
      @NickBoardman  Рік тому

      Yes there is! What is the use case for the system and maybe I can suggest the most suitable product?

  • @eblanche
    @eblanche 10 місяців тому

    Hello, I do not understand why I cannot have a lead related to a parent contact as we can do it with Microsoft Dynamics. If you are in B2B business with large accounts and several offers, and if one of your contact visits you in an event and tells you that he may be interested in one of your offer, why should I create an opportunity instead of a lead ? I do not understand why I should have an opportunity here and sometimes a lead. More precisely, I understand but I do not agree and I can do it with Microsoft Dynamics. So why not with Salesforce ?

  • @earlb3
    @earlb3 Рік тому

    You created a duplicate contact for Nick Boardman. You have 2 contacts in that account now: Nick and Nick Boardman (but they're the same people) LOL
    Just starting Salesforce, but pretty sure this is NOT "Best Practice"