Salesforce - Adding Opportunity
- Casi Reily (Deactivated)
Analytics
If you have an existing client that needs a new program or product set up then you’ll need to enter this information into a Salesforce opportunity so that the Implementations Team can onboard them. Before you enter the opportunity you’ll need to be able to answer the questions below:
Is this a new product or program?
If so, does their contract already specify pricing for it? If not then please contact Sales for assistance
Is this a new sub-client or location?
If so then Due Diligence may need to be collected
What subprogram should this go on?
Will it be the same as their current program or something new? Reference the product bible to find what matches best.
Do they need a custom branded card?
If so then you’ll need the client logo
Will there be any kind of integration required? API or SFTP?
Is there anything else we would need to know such as special reporting requirements, specific cardholder website, ect.
Once you’ve answered the questions you can then add the Opportunity to Salesforce using the steps below:
Log in to Salesforce
Click on Opportunities
Click New
Select Prepaid, click Next
Complete the following fields in the below sections
Description Information:
Notes - this is your opportunity to give us an overview of the client and program they want! Is there anything specific we should know. Should they be set up as a sub-client of an existing client? Will they need portal training? Overshare here to decrease the amount of emails!
Opportunity Information
Non-Standard Form:
if no integrations select Portal File Upload.
Click Save
After you’ve created the opportunity there are a few things you’ll need to add:
Contact Roles
Navigate to the opportunity and click the down arrow within the Contact Roles section. Select Add Contact Roles. Search for your contact and select the Check Box beside their name. Select Next and Save
Note that if your contact is not listed then you’ll need to create one.
Notes and Attachments
Within the opportunity go to the Notes & Attachments section. Click the Down Arrow and select Upload Files. This is where you should upload the contract, due diligence form, Logo’s, or any other documents applicable to the implementation.
