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Topics#Sales And MarketingPergunta de Paul Francoeur
Paul Francoeur perguntou em #Sales And Marketing
31 de jan. de 2013, 20:42

What is the hirearchy of Account to Leads to Contacts etc

Can I get a copy of how the hirearchy in SFDC Acounts to Contacts to Leads to Opportunities etc.
1 resposta
  1. Jarrod Kingston (Appirio)
    31 de jan. de 2013, 21:15
    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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