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Sales

  • Qualify a lead and convert it to an opportunity

    How to qualify a lead into an opportunity.

  • Creating and Editing Leads

    Describes how to create and edit leads for sales users

  • Create or edit an opportunity

    Create or edit an opportunity (Sales and Sales Hub)

  • Nurture sales from lead to order

    Nurture sales from lead to order

  • Disqualifying a Lead

    What if you're no longer working a lead?

  • Reopen a lead

    Reopen a lead

  • Close an opportunity as won or lost

    Close an opportunity as won or lost

  • Create or edit a competitor record

    Create or edit a competitor record

  • Track your progress with charts

    Track your progress with charts

  • Create or edit a chart

    Create or edit a chart

  • Drill down in a chart

    Drill down in a chart

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