LESSON 5 / 60 · CUMULATIVE REVIEW
7 minFind the right kind of work
Different business questions belong to different objects.
- 1Understand
- 2Guided practice
- 3On your own
THE IDEA
Find the right kind of work
Different business questions belong to different objects. Contacts holds people, Opportunities holds potential sales, and Cases holds customer problems.
Use the business meaning to choose the tab. This review combines navigation and record inspection without editing anything.
Builds on Separate an object from a record
A WORKED EXAMPLE
A simple example
A sales forecast starts with opportunities, while an outage reported by a customer belongs in a case.
A common mistakeA contact is a person; a lead is a prospect still being evaluated.
Words you’ll use in this lesson
- Contact
- A person associated with an account.
- Opportunity
- A potential sale with an account, stage, amount, and expected close date.
- Case
- A customer question or problem tracked through resolution.