- Salesforce for Beginners
- Sharif Shaalan
- 89字
- 2021-06-24 16:16:17
Business use case
As a sales rep for XYZ Widgets, you have been corresponding with GenePoint, the account you created in Chapter 4, Business Development with Accounts and Contacts. Your conversations have been going well and the customer asks you to send a quote. You now have to create an opportunity, add products, and create and send a quote. After this, you will see the opportunity in your sales forecast for the month and will finally be able to close the deal! Let's see how this all comes together.