Opportunities

10 articles

​Creating 2022-2023 Renewal Opportunities

Mass generate your 2022-2023 renewal opportunities.

Updated 3 months ago by Charlotte Klein

Creating a New Prospect

A prospect is a company that you have identified as a potential partner but with whom you have not yet had targeted discussions.

Updated 11 months ago by Charlotte Klein

Creating a New Job Opportunity

If you have entered into active discussions with a potential partner and know which school year you are selling for, you can create a new job opportunity.

Updated 11 months ago by Charlotte Klein

Creating a Renewal Opportunity

While a renewal will be automatically generated when a new job opportunity closes, there may be times when you need to create an ad hoc renewal opportunity.

Updated 5 months ago by Charlotte Klein

Updating Multiple Opportunities

Update multiple opportunities at once using Quick Edit list views.

Updated 1 month ago by Charlotte Klein

Closing Opportunities

Move an opportunity's stage to "Closed" to show them as won, lost, or deferred.

Updated 11 months ago by Charlotte Klein

Adding Contact Roles to an Opportunity

To link a contact to a specific sales effort, you can create a contact role on the opportunity record.

Updated 11 months ago by Charlotte Klein

Updating Your Sales Goals

Update your FTE and revenue goals for a specific year using terms.

Updated 11 months ago by Charlotte Klein

Understanding the Job Description Form

Explore the job description form and how it integrates with your records in Salesforce.

Updated 1 day ago by Charlotte Klein

Sending a Job Description Form

Send a job description form for a specific opportunity.

Updated 11 months ago by Charlotte Klein

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