How to: View Your Opportunities in Salesforce.com
- Click on the Opportunities tab (If not already visible in your existing tab bar, click the plus sign to view all tabs)
- Click the “View” drop down list below
- Click “New This Week,” “Won,” etc. to view different groups of data
- Click the name of the list you are looking for followed by “Open Opps” (i.e. “MFG Open Opps”) to see current opportunities that are not closed
- Click the name of the list you are looking for followed by “Closed Opps” ( i.e. “MFG Closed Opps This Year”) to view won business this year
- Click “Create New View” to find, refine, and search for specific records
How to create opportunity in Salesforce?
While creating opportunity in salesforce we can include stage and probability fields to estimate the likelihood of the completing a successful sales. The probability for various stages can be set by administrator.
Is your company still using the Salesforce opportunities tab “as is?
Many companies who still use the Salesforce Opportunities tab “as is”, miss a chance for increased sales productivity that it brings when customized properly.
How do I view reports in Salesforce?
Search for Reports and Dashboards from the Reports Tab in Salesforce... Report on Chatter Top 100 Feed Item Views with Interaction Count... Update Multiple Fields Inline on the Report Run Page in Lightning...
What is the true power of Salesforce?
The true power of Salesforce comes with automation. That's how the automation of opportunity stages was implemented in one of ScienceSoft's projects: When an opportunity comes to the Open stage, the task for follow-up calls and emails is created. At the Contracting stage, the approval process is initiated for all documents and pricing.
How do I view opportunities in Salesforce?
How to: View Your Opportunities in Salesforce.comClick on the Opportunities tab (If not already visible in your existing tab bar, click the plus sign to view all tabs)Click the “View” drop down list below.Click “New This Week,” “Won,” etc.More items...
How do you use opportunities in Salesforce?
2:034:16Work Your Opportunities and Manage Your Pipeline (Lightning Experience)YouTubeStart of suggested clipEnd of suggested clipYou can create new notes. Or review and update notes you've already written. As your deal progressesMoreYou can create new notes. Or review and update notes you've already written. As your deal progresses towards the proposal stage. You can choose a price book and add product looking for deeper detail.
How do I report Opportunities in Salesforce?
Click the Reports tab. Click New Report. In the Search Report Types, enter Opportunities and select Opportunities from the list of matches. Click Start Report.
Can you follow opportunities in Salesforce?
People can follow only the records that they can see. in front of it, you have more options. Click the button to see options for following the person or record and for adding it to a new or existing stream. To follow the person or record from the menu, click What I Follow.
What is the difference between leads and opportunities?
A Lead is a person who is a sales prospect. An Opportunity is the specific sales deal being pursued including the estimated dollar amount. The Opportunity record will be related to the Lead or Contact record of the person with whom you are hoping to do business.
What is the difference between leads and opportunities in Salesforce?
Quick Takeaways. A Salesforce lead is an unqualified contact, while a Salesforce opportunity is a likely sale. In Salesforce, a lead can be converted into a contact, an account, or an opportunity. To identify an opportunity, look for the lead's product interest, budget, and timeframe.
How do I create an opportunity report in Salesforce lightning?
0:499:22HOW TO CREATE AN OPPORTUNITY REPORT IN SALESFORCEYouTubeStart of suggested clipEnd of suggested clipSo if you want the opportunities group of information with the accounts group of information. YouMoreSo if you want the opportunities group of information with the accounts group of information. You need to have a report type that includes both of them. And if you don't see that.
How do you report Opportunity stage in history?
0:522:55Three Ways to See Stage History on Salesforce Opportunities - YouTubeYouTubeStart of suggested clipEnd of suggested clipNow another way in addition to stage history. Related list is you can go into reports. And create aMoreNow another way in addition to stage history. Related list is you can go into reports. And create a history report and so here's the different.
How do I create a pipeline report in Salesforce?
0:164:51How to Create a Simple Salesforce Pipeline Report - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo again we're going to click reports. Then we're going to go over here and click new. Report. ThenMoreSo again we're going to click reports. Then we're going to go over here and click new. Report. Then because we're going to be building our pipeline our pipeline is related to opportunities.
What does it mean to follow an opportunity in Salesforce?
Description. The 'Follow' button lets users see activity such as field changes, posts, tasks, and comments on records directly in their Chatter feed.
What is opportunity management in Salesforce?
Opportunity Management in Salesforce Opportunities in Salesforce represent a sales deal between your company and customer. It helps you manage all your sales deals with Salesforce. At the same time, you can stay connected to the people and information you need to close every sale from anywhere.
What is follow case in Salesforce?
The user can click the Follow button on the Case (in the Chatter Feed area) and they will be notified of any of the feed updates. You can then control which field changes cause a feed update by using the Setup > Feed Tracking page and selecting the Case fields.
How to help sales managers reach the next opportunity stage?
To help your sales managers faster reach the next opportunity stage, you need to consider such activities and create a picklist for each stage. For example, to pass from “Qualification” to “Needs Analysis,” a sales manager should complete the following tasks: Hold the first meeting. Generate a list of requirements.
Why use vague notions in picklists?
Using vague notions in picklists has a similar effect as using obscure titles for opportunity stages: they suspend salespeople’s activities and prevent you from closing your deals faster. That is why it’s better to avoid notions that imply multiple actions. 3. Consider the percentage.
How to minimize potential mistakes?
To minimize potential mistakes, better double-check that you have created clear-cut opportunity stages. 2. Define entrance and exit criteria for each stage. An opportunity stage is not a one-off milestone, as it includes a number of key tasks to be completed before moving to the next stage.
Can you set up different sales processes in Salesforce?
ScienceSoft's advice: In Salesforce CRM, you can set up different sales processes for each type of sales you make. Thus, if you come up with a new product or service offering, you can work out an individual sales process for it and create corresponding opportunity stages with their own percentages.
What is a pipeline review?
Held weekly or twice a month, a pipeline review is a meeting between a sales rep and manager to discuss the status of pending deals. These meetings solely focus on obstacles to closing deals and steps that the rep or the manager can take to remove those obstacles.
1. Cancel teamwide pipeline reviews
Group pipeline reviews are almost always a waste of time. Some managers may think this is the perfect way to coach — working through one rep’s stalled deal and using it as a guidepost or lesson for the entire team. The truth is, reps don’t pay attention.
2. Make pipeline maintenance easy with automation
Dirty data is a pernicious sales problem. Busy reps often fail to update their company’s dated customer relationship management ( CRM) platform or do piecemeal data entry. This makes pipeline reviews a mess; managers and reps can’t accurately assess the status of leads when data is incomplete.
Automate pipeline management with Sales Cloud
Data syncing and AI-powered risk tracking improve sales efficiency for both reps and managers — while minimizing manual pipeline maintenance.
3. Leave out the chitchat
It’s tempting for reps and managers to go off on tangents during pipeline reviews, but this is not the time for idle chitchat or deeper strategy discussions. It’s also not the place for training modules, extended coaching sessions, or company updates. Stick to leads and keep your reviews to no more than 30 minutes.
4. Split meeting time among the three biggest opportunities
It’s tempting to focus on one problem lead for the entire meeting, but this leaves other leads unaddressed. To avoid this, sales vets like Harris recommend creating a clear agenda:
Discover timely insights and useful sales tips
Get the Sales in 60 Seconds newsletter for the latest and greatest sales content.
