Engineering, 06.11.2019 20:31 kaziyahf2006
Universal containers uses contracts in salesforce to record fixed pricing structures from closed/won opportunities. the contracts expire throughout the year. to ensure the company is not missing potential renewal revenue, sales management wants to implement the following process.30 days before a contract is due to expire, a lead is automatically created with contract as the source. all leads go to a pre-sales team who quality and convert them to opportunities. when leads are converted to opportunities and closed/won, an alert is sent to the accounts team. what features of salesforce should a consultant use to meet this requirement?
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