Leads & Opportunities for Lightning Experience Flashcards
How do leads fit into the sales process?
Leads are people and companies that you’ve identified as potential customers, but are unqualified. Leads can be a great way to separate unqualified and qualified leads(opportunities) from each other so that sales teams can work more efficiently and cater their sales process to them.
What happens when you convert a lead?
Business lead converts into a business account, opportunity, and business contact.
Person lead converts into personal account and opportunity: Must be enabled and the company name must be enabled
How do you create and convert leads?
Create lead: setup>leads>new
Convert lead: setup>leads>convert
Describe how to use opportunities
use opportunities for qualified customer leads that have yet to be closed
How do you create an opportunity
opportunities>new
How do you add contact roles to an opportunity
opportunity>contact roles
leads activity tab serves what purpose?
this is where you log calls and emails to help you remember what you talked about
leads news tab serves what purpose?
allows you to check the latest news in the leads industry, or twitter feed.
leads chatter tab serves what purpose?
allows you to connect with your coworkers to ask questions, seek advice, or provide information on the leads chatter tab
why is a leads status important?
important indicator that helps you track where each lead is in your sales process
What is a qualifying lead?
This is an opportunity, the lead has an actual interest in your companies products!
What are opportunities?
are deals in progress
Explain when to use opportunity teams and account teams
Opportunity team- temporary group
Account team- a permanent group used to form a long term relationship with the customer.
How do you apply revenue splits and overlay splits to an opportunity
opportunity>related list>opportunity splits
what are default opportunity teams
temporary teams made up of the people you work with on a regular basis.
revenue splits
created for crediting team members who are directly responsible for the sale total 100%
overlay splits
gives you a way to credit supporting team members. It can total any percentage, even over 100%
Team members working on an opportunity can roll their sales credits into forecasts, quotas and pipeline reports for the entire team. What reports types do they have to choose from?
split opportunities
split opportunities with products
split opportunities with products and schedules
How can you update a records stage or status using path
Editing the record directly or using kanban drag and drop
How do you update records in the Kanban view
drag and drop, honey
How do you use filters and view charts in the Kanban view
you can view charts in several different ways. Add filters to find data quicker
what is a path?
everything including the status bar, key field, and guidance for success
what is Key field
highlight the information you need most when you open a record so you don’t need to waste time searching in a different tab
state what a permission set group is
group of permission sets, so you assign a group of these sets instead of individual sets or individual permissions in a set.
describe two use cases for using permission set groups
you have a group of users that require a specific function, package development*
explain how permissions are calculated in a permission set group
law of least permission. so users will only be allow as much access as they need no more no less.
what happens when you change something in a permission set group?
the permission sets are recalculated every time there’s a change, addition, or deletion of a permission set. While it recalculates permission set groups retain the permissions of the las completed recalculation
how do you create a permission set group?
first create the permission sets. then setup>permission set groups> new permission set group>save
add permission sets to group>setup>permission set groups>permission sets in group>add permission set>select>add and save
how do you assign users to a permission set group
setup>permission set group>manage assignments
how do you create a permission set?
setup>permission set>find setting: what are you looking for example: orders, contracts>change and save
describe why you might mute a permission
if you want to assign a user to a permission set group but don’t want them to have access to a few permission sets
how do you mute permissions in a permission set group
setup>permission set groups> muting group permission set> pick object>choose what to mute in that object
