Enabling CRM and SFA Sales Features

If you're an Administrator, you can enable the following features on the CRM subtab of the Enable Features page at Setup > Company > Enable Features.

Feature	Description
Opportunities	Create opportunity records you can use to track sales opportunities. Note: Enabling this feature creates the system-generated Opportunities account.
Lead Conversion	Convert leads to prospects, contacts, opportunities, and tasks. Before you begin using the Lead Conversion feature, you should do the following: Set the Default Lead Type preference to Individual at Setup > Company > General Preferences. Set the Preferred Lead Form preference to Standard Lead Form at Setup > Sales > Sales Preferences.
Advanced Forecasting	Manage your sales forecast as three different amounts—worst case, most likely, and upside.
Team Selling	Assign sales teams to transactions and customers. Team Selling lets you calculate split commission for multiple sales representatives on a transaction.
Historical Metrics	Track historical pipeline and forecast KPIs for the company and for each representative. Historical forecast and pipeline amounts can be used for comparison KPIs.

Feature

Description

Opportunities

Create opportunity records you can use to track sales opportunities.

Note:

Enabling this feature creates the system-generated Opportunities account.

Lead Conversion

Convert leads to prospects, contacts, opportunities, and tasks.

Before you begin using the Lead Conversion feature, you should do the following:

Set the Default Lead Type preference to Individual at Setup > Company > General Preferences.
Set the Preferred Lead Form preference to Standard Lead Form at Setup > Sales > Sales Preferences.

Advanced Forecasting

Manage your sales forecast as three different amounts—worst case, most likely, and upside.

Team Selling

Assign sales teams to transactions and customers.

Team Selling lets you calculate split commission for multiple sales representatives on a transaction.

Historical Metrics

Track historical pipeline and forecast KPIs for the company and for each representative.

Historical forecast and pipeline amounts can be used for comparison KPIs.

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