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Perform configuration (25-30%)
Configure sales settings
configure sales territories and hierarchical sales territories
configure auto number settings for cases, orders, and quotes
configure business settings, including business closures, currencies, and fiscal years
configure sales security roles and access team templates
create and manage sales collateral
Configure processes
configure duplicate detection rules
configure record creation rules
configure sales business process flows
create and manage playbooks
Create and configure sales visualizations
configure template apps for Power BI
configure sales dashboards
design and create sales charts
design sales Advanced Find, Power BI, FetchXML, and Kanban reports, views, and
visualizations
Manage core sales tables (45-50%)
Create and manage accounts and contacts
create and manage accounts
create and manage contacts
create and manage activities
Create and manage leads
create and search for leads
convert activities to leads
perform lead qualification
Create and manage opportunities
manage opportunities
track stakeholders, sales team members, and competitors
add product line items to opportunities
customize the Opportunity Close form
Create and manage sales order processes
add quotes to opportunities
edit quotes in various stages
manage revisions to quotes
send quotes to customers
convert quotes to orders
manage orders
manage invoices
Create and manage products and product catalogs
create and manage products, product bundles, and product families
create and manage pricing lists
create and manage discount lists
create and manage unit groups
Configure additional tools and services (20-25%)
Configure integration with external sales applications
implement Relationship Sales
describe use cases for Customer Insights
implement Power BI template apps
Create and manage goals and forecasts
configure and use forecasts
configure and use goals
Implement Sales Insights
configure standard Sales Insights features
configure premium features, including Notes analysis, who knows whom, and
Conversation Intelligence
implement Sales accelerator
implement premium forecasting
configure predictive scoring models