Salesforce Opportunity Stages

Opportunity Name: a descriptive name for the deal;
Account Name: the associated organization or client;
Close Date: the expected date to finalize the deal;
Stage: the current phase of the Opportunity in the sales process;
Forecast Category: helps predict revenue outcomes.

While Leads help you track potential clients, Opportunities represent the sales themselves. Understanding this distinction is key to mastering your sales pipeline.

1. Which field is not required (but recommended) when creating a new Opportunity in Salesforce?

2. What is the purpose of the Qualify stage in the Opportunity pipeline?

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Section 3. Chapter 1

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