Set Up Products, Price Books, Quotes, and Orders
- Describe the capabilities of products, price books, quotes, and orders.
- Describe the relationships between opportunities, products, price books, quotes, contracts, and orders.
- Create and customise products and price books to track products and the various prices at which they are sold.
- Add products to opportunities.
- Generate quotes showing the proposed prices for products and services.
- Sync quotes to opportunities.
- Add products to order to track customers’ requests for products and services.
Set Up Collaborative Forecasts
- Describe the capabilities of Collaborative Forecasts.
- Enable forecasts for users.
- Configure multiple forecast types to forecast based on opportunities, product families, and opportunity splits.
- Map opportunity stages to forecast categories.
- Define forecast managers and enable adjustments.
- Add quota data for users.
- Build forecast and quota reports.