Summary
In this chapter, we learned what opportunities are and how to create them. We discovered the different opportunity stages and how they are used with the sales path to record the progress of an opportunity. We also understood what contact roles are and how to add them to an opportunity. Then, we looked at products and price books, and how to add products to an opportunity so that we can show what is being sold. We also learned how to create and generate a quote PDF. Finally, we worked with forecasts and observed how opportunities tie into forecasting.
In the next chapter, we will cover campaigns—the foundation of marketing functionality in Salesforce.
