This series focuses on Salesforce training and application scenarios targeted to new users — or those afraid to admit they don’t understand the pipeline.
The table below displays two Opportunities in your team’s Salesforce Opportunity pipeline. In this scenario both [BDM1] and [BDM2], the opportunity owners, approach you for support to work the deal. Both require a full day of travel to go on-site and meet the client. Unfortunately, you can only support 1 of these Opportunities.
Which one do you choose?
- Both fit the Ideal Client definition
- Both A and B are equal size organizations
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