Sales360: leads, opportunities and the pipeline

From lead to closed-won: conversion, stage management, quote view and the sales home page.

Tabs

Sales360: Home, Leads, Opportunities plus the shared Accounts / Contacts / Tasks.

Leads

• Collect leads via web forms, import or manual entry (see Web-to-Lead).
• The lead card tracks source, status and owner; assignment rules can distribute new leads automatically.
• Duplicate warnings prevent the same lead being entered twice.

Conversion

On a qualified lead, the Convert button creates three records in one step: Account + Contact + Opportunity. The lead's history is preserved on the new records.

Opportunities

• Opportunity stages are configurable per org (Setup > Stages): for example Discovery → Proposal → Negotiation → Won/Lost.
• Advance stages with one click on the record page path; the kanban view manages the whole pipeline with drag and drop.
• Amount, close date and probability fields feed the revenue forecast reports.
• The quote view produces a printable quote from opportunity line items; the product catalog is defined under Setup > Products.

Sales home page

Revenue target and KPI cards, pipeline funnel, source distribution charts and operational lists (today's tasks, waiting leads) on one screen. Sections can be toggled per org via Page Layouts.