Convert On Tentative Field Work
Note: Integration described on this webpage may temporarily not be available.
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Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
What happens when you convert a lead?
When you convert a lead, files and related records attached to the lead are attached to the resulting contact, account, and opportunity records. Items from the following related lists on leads are carried over to the new or existing contact, account, and opportunity during lead conversion.
What is the difference between a lead and an opportunity?
Simply put, a sales opportunity is a qualified sales lead. This means an opportunity is also an object which represents a potential deal, but this specific deal has met certain criteria which indicate a high value to the business, or a high probability of closing.
What does it mean to qualify an opportunity?
By definition, an opportunity means that you have a chance of selling a customer not a guarantee. A fully BANT-qualified prospect is essentially a guarantee. A salesperson can pick up on the budget, timeline, and authority throughout the sales process to further qualify (or disqualify) the opportunity.
What is opportunity qualification?
Opportunity-Level Qualification Opportunity-level sales qualification is where you determine whether your prospect has a specific need or challenge you can satisfy and whether it's feasible for them to implement your particular product or service.
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