The consultant at Universal Containers recently enabled forecasts. A sales manager is concerned that all open Opportunities appear in the Pipeline forecast category. Opportunities in Perception Analysis and Proposal/Price Quote stages should appear in the Best Case category. Opportunities in the Negotiation/Review stage should appear in the Commit category.
How should a consultant ensure Opportunities appear in the correct forecast categories?
What are key benefits of using content delivery?
What are two design considerations for a Live Agent implementation? Choose 2 answers
Which of the following stage should be matched with the Forecast Category "Best Case"?
Universal Containers has a private sharing model for accounts and opportunities. Each sales representative is assigned to work with a dedicated sales engineer. The sales engineer will need access to their assigned sales representative accounts and opportunities. What should a consultant recommend to meet this requirement?
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