admin管理员组

文章数量:1434744

Generally Account is referred in three stages.
1) Suspect (account in ‘Startup’ stage).
2) Prospect (account in ‘Prospective’ stage).
3) Customer (confirmed customer – sales order created)

________

Opportunity creation is involved after the business partner (client) is created and moved to Prospective stage .This Opportunity helps to keep track of the client and helps a lot to complete the sales cycle with sales order.

An Opportunity describes the following:
-Prospective customer (prospect)
-Probability (estimated)
-Customer requested service & products
-Potential sales volume

There are four stages in Opportunity:
-Prospect 
-Evaluate
-Prove
-Close

_________

Activity management refers to activities created and maintained against customer, contacts and opportunities as a way to keep track of interactions with customers.
The two types of activities in Activity Management are:
- Task For Employee
- Business Activity

本文标签： AccountCRMOpportunityMangementActivity

版权声明：本文标题：CRM Account, Opportunity and Activity Mangement 内容由网友自发贡献，该文观点仅代表作者本人， 转载请联系作者并注明出处：http://www.betaflare.com/biancheng/1725942461a1034283.html， 本站仅提供信息存储空间服务，不拥有所有权，不承担相关法律责任。如发现本站有涉嫌抄袭侵权/违法违规的内容，一经查实，本站将立刻删除。