Opportunities Explained In Salesforce | Lightning Edition | 2022

Need Help With Salesforce? Check Out - www.crmcrew.com/
In this tutorial I explain what are, how to create and manage opportunities in Salesforce.
00:00 - Intro
00:34 - What Are Opportunities?
02:13 - Creating An Opportunity
05:20 - Managing Opportunities
06:52 - Using The Sales Pipeline
09:26 - Views
11:06 - Outro
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Personal LinkedIn: www.linkedin.com/in/nick-boardman
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[@arunulianchery135]

Thank you Nick. This was very useful for me to understand Opportunities in Salesforce. Good one!

[@barbaraibarguengoitiaalcor6670]

Great, amazing, so unbelievably helpful and useful!!! (kanban view would be my preferred one as well). Thank you!!

[@jeremyandrews7064]

What if customer cancels the RFQ, so its not won or lost? How do you mark / track this?

[@sulyowolabi2868]

I rarely ever comment but this video has been so useful and I'm going to watch all the rest

[@NickBoardman]

Amazing, I am pleased I could help :)

[@analuciaariassalguero2334]

Very useful video Nick! My only question is Why isn´t the field "Amount" mandatory when entering the information of the opportunity?

[@azeeas62]

Great work Nick! Very helpful and explained and presented it very effectively. Can you share video link for Admin or Developer segments