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Sales: What is an opportunity?
Opportunities are created within your customer or lead record and are used to identify any sales opportunities that are available with this lead or customer.
Is a lead the same as an Opportunity?
No, in The Layer a lead is a record that contains information about a potential customer. An opportunity is classed as a potential sale to either a lead or customer record.
If an opportunity results in a sale against a lead record this would result in the lead record converting into a customer record.
Lead Opportunity Cycle:
Customer Opportunity Cycle:
Where can I view opportunities in a record?
Within a customer record users can view opportunities within the Opportunities tab:
Within a lead record users can view opportunities within the Opps tab:
Users will also note that on the left hand side of either record type any open opportunities will be listed:
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Author: Natasha Cox