What is the typical definition of existing / new business in the opportunity area in Sales Force? E.g. is a new project with an existing client considered new or existing business?

Question

Dhananjaya Deevi · Answer

Hi Zahir,

It is termed as "Open Opportunity" - A field on the account detail within the Org that shows if an account has an opportunities in which an Account Executive is currently working on to sell additional products or services.

It also indicates, if there is any new active Sales engagement with the Account. Only updated on Accounts with open "New Business / Add-On" & "New Business / Add-On - LOCKED" record type Opportunities.

Regards,

Dhananjey.

What is the typical definition of existing / new business in the opportunity area in Sales Force? E.g. is a new project with an existing client considered new or existing business?

Data Management

관련 학습

도움 더 받기