Track 3A: Gap Analysis - Converting the Lead to Opportunity

Perform a Gap Analysis. Once your customer has purchased and read the publication, they are ready for a deeper conversation about performing a Gap Analysis and preparing for their survey. This track covers:   CONVERTING THE LEAD TO AN OPPORTUNITY     LEARNING OBJECTIVES✅ 1) Using Salesforce, identify if your customer has purchased the publication 2) Learn about Salesforce Opportunity Records 3) Convert the Lead to an Opportunity   TOOLS️ 1) Opportunity Module 2) Opportunity Handbook 3) Tip Sheet: Knowing if a Publication was Purchased   TRAINING ACTIVITIES Convert test Lead to Opportunity