Salesforce - Opportunities and Related Objects

• Opportunity Creation and Maintenance
• Example Opportunity - Proposal Submitted
• Example Opportunity - Confirmed
• Updating Opportunity Stages when a Proposal is Awarded or Declined
• Revenue (Award) Codes
• Renewing Opportunities
• Primary and Receipt Contact Process
• Tasks (Report Deadlines)
• Payments and Payment Allocations
• Payments - Opportunities and Payments Related to Invoices
• Payments - Multi-year Agreements with Claims/Invoices
• Services-In-Kind Opportunities
• Intra-company Grants
• Updating Revenue Notification Recipients
• Funds through Intermediaries