Manage Opportunities and Quotes

Opportunities are the sales and pending deals that you want to track. By adding opportunities within Salesforce, you are contributing to your sales forecast. Similarly, a sales person can create quotes to offer a customer different combinations of plans and prices.

You can create an opportunity or quote by following the steps in this article. Once you have created your opportunity or quote, the same setup steps, such as billing options, coupons, and contracts, apply to both and can be edited at any time.

Getting Here: Click Opportunities > New

Getting Here: Click Opportunities > select an opportunity > Quotes > New Quote

After you have created an opportunity or quote, you can complete all associated steps by following the steps below. The steps are the same for both an opportunity and a quote, although not all steps are required.

The difference between an opportunity and a quote flow, within the Aria connector, is that you can collect payment information and complete an opportunity by saving it to Aria, whereas you can save the quote and sync it to an opportunity. The payment information is collected from the opportunity at the time as saving the opportunity to Aria. The payment information collected from the opportunity is sent over to Aria real time and is not stored in Salesforce.