The Sales manager at DreamHouse Realty wants the sales users to have a quick way to view and edit the Opportunities in their pipeline expected to close in the next 90 days.
What should an administrator do to accomplish this request?
Currently, when support reps at Ursa Major Solar close a case, they manually send an email notification to the customer. The support manager would like to automate this process, as too many reps are forgetting this step.
Which two settings should the administrator use to meet this request? (Choose 2)
Cloud Kicks (CK) captures whether an opportunity should be reviewed by someone in product engineering with a checkbox field called Needs Review. CK also has a picklist field on the opportunity for Product Type. When a sales rep saves an opportunity, they need to select the Product Type or check the Needs Review box.
What should an administrator use to accomplish this?
At cloud kicks sales reps use discounts on the opportunity record to help win sales on
products. When an opportunity is won, they then have to manually apply the discount up the related
opportunity products. The sales manager has asked if three is a way to automate this time consuming
task.
What should the administrator use to deliver this requirement?