Salesforce User Guide
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Topics
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Opportunities 2
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Training Opportunities 12
- Creating a Industry Opportunity
- Creating a Public Opportunity
- Adding Products to an Opportunity
- Sending a Quote
- Setting a follow up Task
- Editing Product in an opportunity
- Logging a Call
- Close Losing an Opportunity
- Re-Opening a Lost Opportunity
- Adding a contact to an opportunity
- Close Winning a Public Training Opportunity
- Sending a Quote (Corporate Training for Public Courses)
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Product Opportunities 10
- Creating a corporate opportunity for Product
- Adding Products to an Opportunity
- Sending a Quote
- Setting a Task on an Opportunity
- Editing a Product in an existing Opportunity
- Logging a Call
- Close Winning a Product Opportunity
- Close Losing a product Opportunity
- Re-Opening a Lost Opportunity
- Adding a Primary Contact to an Opportunity
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Event Opportunities 9
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Managing Special Invoicing Situations 12
- Adding CITB after Assessment has occurred
- Changing or adding PCRN after a CITB order
- Altering someone to claim CITB after Invoicing or Payment
- Claiming CITB for Finance
- Claining CITB for Sales Team
- Converting Prepaid Order from non CITB to CITB
- JLT Invoicing
- Multi Courses on One Invoice
- Altering a CITB status before it is invoiced
- Charging someone the difference after initially giving CITB discount
- Triggering Invoices
- Triggering CITB Invoices