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Opportunity Creation
There are several ways you can start a new opportunity or “opp”. If you converted a lead the opportunity will already be created. To create an opportunity directly from the account page, scroll down under “Related” and click “New” under opportunities. You can also go to the contact you are working with in Salesforce, and on the “Related” tab, scroll down until you see “Opportunities” and click “New”. Next, choose your Record Type : New Sale = A new client who is not currently receiving services Recontract Sale = An Active RMR client who is looking to either add or remove services, who is having a price change, a change in their contract term, or any other change not reflected on their original agreement with us A few opp fields may need more explanation. Click below to find out more.
Close Date
Tax Status
Contract/Renewal Term
Customer Requested Date
Under Cons./Renovation
Pricebook Location
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