Salesforce opportunity created — Order summary after creating a Salesforce opportunity
The screen a sales rep sees after building an order and saving it to Salesforce as an opportunity.
An order summary lists the services sold, such as email and domain, a registered agent and business credit building, then splits the total into due today, recurring monthly and recurring annual. Payment collection happens on the same screen: the customer’s email comes pre-filled from the Salesforce contact, and the payment link can be copied or sent by email. A card links to the related records in Salesforce, with Edit order and New order at the bottom.
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