Скачать или смотреть How Salesforce Opportunities, Price Books & Quotes Work Together (Full Demo) | Salesforce Hulk

Welcome to Part 2 of the “Getting Started with Salesforce” series.
In the previous video, we covered how to capture leads from your website using Web-to-Lead.

In this video, we move one step ahead and show you how to convert enquiries into real deals inside Salesforce.
Shrey walks you through a complete, end-to-end demo where you’ll learn how to create an opportunity, add products with correct pricing, and generate a professional quote that can be sent directly to your customer as a PDF, all inside Salesforce.

This video is perfect if you’re new to Salesforce or setting up your sales process for the first time.

Topics Covered in This Video -
1. How to create an Opportunity (Deal) in Salesforce
2. Understanding Products & Price Books and how pricing works
3. Adding products to an opportunity and auto-calculating deal value
4. Creating, generating PDF, and emailing Quotes to customers

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