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Cloud Kicks recently purchased Salesforce, and the leadership team is excited about being able to forecast more accurately. Sales managers say that making updates to forecasted amounts during the pipeline meetings is time consuming, and it is difficult to review all of the committed opportunities within the meeting time. What should the consultant recommend to help make meetings more efficient while making real-time forecast updates?
Cloud Kicks is implementing Sales Cloud and has asked a consultant to create an architecture diagram of the system.Which stage of the project lifecycle does this fall under?
Cloud Kicks has a Web-to-Lead form on its website. Following an update to the form to add new picklist
values, some leads are routing to the
default lead owner.
What should the consultant validate when troubleshooting the issue?
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