Speaker 1: Working your deals and managing your pipeline just got easier and
dare we say, more fun.
In the Salesforce Lightning experience, interactive features let you
easily track deals, visualize progress and close business.
Say you've converted set of leads to generate a pipeline of deals you
want to work.
Let's open one in the opportunity workspace, command central for
driving your deals.
Here it is.
First, check out this interactive visual representation of deal progress.
It's called sales path and it provides stage information and
customizable guidance for driving your deal.
For example, you might find pointers for qualifying the opportunity and
confirming budget, guidance on negotiation in overcoming objections,
even tips for filling in key fields to ensure rich record data.
As you drive your deal from one stage to the next,
you mark that stage complete and move the deal closer to closed one.
Sales pack is great for deal tracking and guidance, but there's more.
Check out these productivity tools for developing your deals and taking action.
Log the calls you make.
Speaker 1: Create tasks for key activities.
Speaker 1: And calendar events for client meetings.
Speaker 1: Even send emails, Speaker 1: With
attachments to the opportunity contact or other key decision makers.
Work through scheduled activities from next steps.
Track completed actions and past activity.
Need input from others to move your deal along?
Use chatter to collaborate with colleagues and
share sales strategies or ask your manager for targeted guidance.
Throughout the sales cycle, you'll need to take notes.
Opportunity workspace makes it easy.
You can create new notes, Speaker 1: Or
review and update new notes you've already written.
As your deal progresses towards the proposal stage,
you can choose a price book and add products.
Speaker 1: Looking for deeper detail like opportunity owner or amount?
The DETAILS tab has that and more.
Key account information is a hover away.
Need to increase the deal amount or update anything else?
Just click Edit, make your adjustments and save, done.
This is a deal you've closed and won.
Speaker 1: Congratulations!
Now, let's view your pipeline in the Kanban view and see what's next.
To get to the Kanban view, we'll start from Opportunities home.
Then we'll select a list view, like My Opportunities.
From the display options select Kanban to see the selected list of deals by stage.
What needs attention?
What's close to closing?
Get alerts on what to do next and take action right away.
And best of all, when your deal is on the move, just click and
drag to change the stage.
How cool is that?
From the Kanban view or any list view, you can view your pipeline as a chart.
Speaker 1: We've provided key charts with common data groupings.
Choose display options or groupings for any chart or create your own.
So that's how you work your deals and
manage your pipeline in the Salesforce Lightning experience.
Here's to a healthy pipeline and to winning more deals.
For more information, see the following topics in Salesforce Help.
And check out the rest of our Lightning Videos at sfdc.co/lightninghowto.
Or visit the Salesforce Success Community at success.salesforce.com.
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