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Sales Order
I don't understand the process to Close and Win a sale. When a
salesperson "closes" a deal, how is a sales order created and how is
the prospect or lead converted to a Customer?
I've gone through the tool and documentation and find it surprising of the lack of information about closing and orders, isn't that the point of Sales?
Anyway, I'm looking to integrate our software with salesforce, but only after a sales lead becomes a customer and also to move a sales order details.
I've gone through the tool and documentation and find it surprising of the lack of information about closing and orders, isn't that the point of Sales?
Anyway, I'm looking to integrate our software with salesforce, but only after a sales lead becomes a customer and also to move a sales order details.
jeff