Manage core sales features
This domain covers the seller's daily lifecycle: turning leads into opportunities, moving opportunities through pipeline stages, and generating quotes, orders, and invoices with correct product line items. Questions often test what happens at each transition and which record state allows the next action.
Lead and opportunity lifecycle
Qualifying a lead creates an account, a contact, and an opportunity using field mappings; sellers can qualify to an existing account or contact. Disqualified leads retain a status reason for reporting. Opportunities carry estimated revenue, close date, and probability, and are closed as won or lost. Pipeline views and business process flow stages show progress.
Quotes, orders, and invoices
A quote moves from draft to active. Only an active quote can be won. Revising a quote creates a new revision and preserves the earlier revision for history. A won quote converts to an order, and an order converts to an invoice. Product line items can come from the catalog or be written in manually; catalog items use the quote's price list, while write-in products bypass catalog pricing. Totals, discounts, and taxes are calculated from the line items.
Worked example
A seller qualifies a lead, creating an opportunity. The seller adds catalog products, creates a quote tied to the USD price list, and activates it. The customer asks for a discount, so the seller revises the quote, edits the new revision, reactivates it, and marks it won. The seller then converts the won quote to an order and the order to an invoice. The reasoning: revision preserves the prior version, only the active revision can be won, and downstream records inherit line items.
Traps
Trying to win a draft quote, editing closed records instead of revising, using write-in products when catalog pricing is required, and closing an opportunity while related quotes remain unresolved.