The members of an opportunity team at Universal Containers are working together to close an opportunity. The sales engineer on the team is having trouble keeping up with the active quote.How can the sales engineer identify the opportunity's active quote?
Northern Trail Outfitters (NTO) wants the ability to share documents related to an opportunity, such as contracts and proposals, with the field sales team. NTO currently has a private sharing model.How should the documents be shared efficiently and securely?
A lead sharing rule has been defined so that leads owned by the record owner are shared with the public group called `Sales team.`Who will have access to these records, assuming that a private sharing model is in place on these objects and there are no sharing rules defined for those objects, when the lead is converted to an account, contact, and opportunity?
Resellers for Universal Containers need access to reports in the Partner Communities to help manage their opportunities.How should Salesforce be configured to give resellers the correct level of access to reports?
Channel sales representatives at Northern Trail Outfitters (NTO) need to push pre-qualified leads to their partners. Partners need the ability to access and update the leads assigned to them. To meet this requirement, NTO plans to implement lead management functionality.Which solution should a consultant recommend?
The sales management team at Northern Trail Outfitters (NTO) wants to analyze how the sales funnel is changing throughout the month. NTO wants to store the details of open opportunities weekly, and forecasts and closes business monthly.What should be recommended?