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Every opportunity must be associated with an account. You can associate an opportunity with only one account but you can associate it with multiple leads and contacts. An opportunity specifies the estimated sales amount for an account and is tied to a sales stage. A sales stage, such as Qualification, Closed Won, or Closed Lost identifies how close you are to making a sale. The administrator defines and sets the sales stage depending upon the requirements in your organization. The estimated sales amount can vary depending on the sales stage. Based on the sales stage, the system calculates the probability of a sale. For example, at the Proposal sales stage, the system calculates the probability as 80%, and at the Negotiation sales stage, probability increases to 95%. You can associate an opportunity with a campaign to track the campaign’s effectiveness in generating opportunities for your organization. Any campaign - related opportunity that generates revenue is reflected in the campaign’s ROI (Return on Investment) chart. Features: Create Opportunity Manage Opportunities |
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