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Paul Francoeur 님이 #Sales And Marketing에 질문했습니다
Can I get a copy of how the hirearchy in SFDC Acounts to Contacts to Leads to Opportunities etc.
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  1. 2013년 1월 31일 오후 9:15
    Paul,

     

    A Lead is essentially an Account, Contact and Opportunity all rolled into one at the very early stage of engagement.

     

    A Lead, once converted, creates at minimum an Account and Contact.  You can optionally create an Opportunity.

     

    From there the hierarchy is as follows:

     

    Account - Contact

     

    Account - Opportunity

     

    Hope this helps!
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