Programma

Perform configuration

Configure sales settings

• configure sales territories and hierarchical sales territories

• configure auto number settings for cases, orders, and quotes

• configure business settings, including business closures, currencies, and fiscal years

• configure sales security roles and access team templates

• create and manage sales collateral
   

Configure processes

• configure duplicate detection rules

• configure record creation rules

• configure sales business process flows

• create and manage playbooks
   

Create and configure sales visualizations

• configure template apps for Power BI

• configure sales dashboards

• design and create sales charts

• design sales Advanced Find, Power BI, FetchXML, and Kanban reports, views, and visualizations
   

Manage core sales tables

Create and manage accounts and contacts

• create and manage accounts

• create and manage contacts

• create and manage activities
   

Create and manage leads

• create and search for leads

• convert activities to leads

• perform lead qualification

Create and manage opportunities

• manage opportunities

• track stakeholders, sales team members, and competitors

• add product line items to opportunities

• customize the Opportunity Close form

Create and manage sales order processes

• add quotes to opportunities

• edit quotes in various stages

• manage revisions to quotes

• send quotes to customers

• convert quotes to orders

• manage orders

• manage invoices
   

Create and manage products and product catalogs

• create and manage products, product bundles, and product families

• create and manage pricing lists

• create and manage discount lists

• create and manage unit groups
   

Configure additional tools and services
 

Configure integration with external sales applications 

• implement Relationship Sales

• describe use cases for Customer Insights

• implement Power BI template apps
   

Create and manage goals and forecasts

• configure and use forecasts

• configure and use goals

Implement Sales Insights

• configure standard Sales Insights features

• configure premium features, including Notes analysis, who knows whom, and Conversation Intelligence

• implement Sales accelerator

• implement premium forecasting

• configure predictive scoring models