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.
Got something real to build?
Tell me what you’re building and let’s see if we’re a good fit.