Summary
Contoso's account team can now track every deal from first qualification to final payment—with consistent pricing, AI-powered insights, and a clear paper trail through quotes, orders, and invoices.
In this module, you learned how to:
- Create opportunities from qualified leads and configure them with relevant details
- Manage opportunities through their lifecycle using business process flows, pipeline views, and status tracking
- Add products and configure revenue calculations and pricing overrides on opportunities
- Use Copilot to summarize opportunities, catch up on changes, prepare for meetings, and filter with natural language
- Process quotes, orders, and invoices to formalize and close deals