Frequently Asked Questions

Question: What should I do at the Qualified Stage of an Opportunity?

Response: At the Qualified Stage of an Opportunity, follow these steps to ensure accurate and thorough documentation

1. Confirm the Decision Maker:

2. Speak directly with the decision maker to validate their role in the opportunity.

3. Update the Company Name field and add a Primary Contact to the Company record.

4. Understand the Product Interest:

5. Determine which product(s) they are interested in.

6. Update the Product Interested In field accordingly.

7. Identify the Time Frame:

8. Discuss and confirm their expected time frame for making a decision or purchasing.

9. Update the Close Date field to reflect this timeline.

10. Verify Budget Availability:

11. Establish whether the prospective client has allocated a budget for the product or service.

12. Update the Amount field with the estimated budget figure.

Question: I can't find Customer Products when adding Customer Products to Services in the Opportunity

Response:

1. Go to Company record. Click on the Company Name on the Opportunity

2. Go to Customer Products related list. Add a new Customer Product and click on Save

3. Retry adding Customer Products to the Services on the Opportunity

Question: Why isn't the Opportunity Name automatically being renamed?

Response: In order for Opportunity naming convention to trigger, you need to have a value in the

1. "Company Name",

2. "Product Interested In?" and

3. "Close Date" fields