Sales management at Universal Containers is concerned that pipeline and forecasting reports are inaccurate because sales representatives are creating opportunities after they are closed/won. Which two solutions will help sales management identify and address the issue? (Choose two.)
Below is the answer and explanation for the question in the Salesforce Exams.
Sales management at Universal Containers is concerned that pipeline and forecasting reports are inaccurate because sales representatives are creating opportunities after they are closed/won. Which two solutions will help sales management identify and address the issue? (Choose two.)
- Run the opportunity pipeline standard report to view the upcoming opportunities by stage.
- Use a workflow rule to email sales management when the opportunity is created in the closed/won stage. ✅
- Create a report that displays opportunities that have a closed date less than or equal to the created date. ✅
- Create a workflow rule that automatically updates the opportunity to the first stage in the sales process.
Correct Answers
Use a workflow rule to email sales management when the opportunity is created in the closed/won stage. ✅
Create a report that displays opportunities that have a closed date less than or equal to the created date. ✅
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