Northern Trail Outfitters (NTO) wants to boost the importance of its sales stages and their role in NTO's sales methodology; they also want to enhance the precision of their sales forecast.
How should the steps in the sales process be mapped so NTO's requirements are met?
Match the following loading option to the description of when to use it. "Import Wizard"
The shipping department at the Universal Containers is responsible for sending product samples as part of the
sales process. When an opportunity moves to the 'Sampling1 stage, Universal Containers an automatic email
sent to the shipping department listing the Products on the opportunity. How can this requirement be met using
a workflow email?
Insurancepolicieson accounts. 2 sales teams should not see eachother's policies. 2 custom objects, each w/relationship to account object.Bothobjects private. What are the design considerations here?
The marketing Manager at Universal Containers wants to leverage the power of sales cloud to support the
sales following requirement:
* monitor website traffic
* Email 1200 leads per day
* capture customer satisfaction survey result on a web form
* Understand (report) the case of marketing exercise vs sales activity
What should a consultant recommend to meet this requirement?
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