Deck - 2 Flashcards
________ is the key field to track the opportunity as it advances
Stage
___________ can be used to define a custom series of sales stages
Sales Process
__________ are a way of estimating revenue for products and services in the future based on opportunities and their stages and values
Forecasts
Before forecasting can be used, ______ are mapped to forecast Categories
Opportunity Stages
Revenue splits is used to split the _____________
Opportunity amount field
Overlay splits are based on the ________
amount field
upto ________ custom splits can be defined
6
Can splits be defined on roll up summary currency fields
Yes
Can splits be defined on formula currency fields
No
can splits be defined on custom currency fields
Yes
________ can be configured to be required to total 100% or not
Custom splits
If an order is associated with a contract, what must be activated first
Contract
__________ are used to record cancellations, returns or a reduction in order quantity
Reduction Orders
Opportunity Stages
Prospecting Developing Negotiation/Review Closed/Won Closed/Lost