Streamline document management by managing your pipeline for hospitality

How to create outlook signature

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 a 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 and 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 sailes path 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 create tasks for key activities and calendar events for client meetings even send emails 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 or review and update notes you've already written as your deal progresses towards the proposal stage you can choose a price book and add product 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 in one 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 opportunity's 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 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 SF DC Co forward slash lightning how-to or visit the salesforce success community at success.salesforce.com Salesforce connect with your customers in a whole new way