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More information on Contact Roles can be found here.

Ways in Which Opportunity Data Can be Used in the System

There are many ways opportunity data can be used in Lead Liaison. Below is a short list to give you some ideas. It is not intended to be a fully exhaustive list. It's simply a short list to stimulate ideas. 

• Sending communication (handwritten letter, email, text, etc.) from the President after a deal is Closed Won
• Setting up a touch point for all Closed Lost deals with a Close Date > 1 year. How are things going? Sorry we couldn't get the relationship started...
• Notifying members of your team (internal communication) when a deal is moved to a certain status and valued above a certain amount. 
• Nurturing your customers once the opportunity moves to Closed Won with onboarding tips and tricks. 
• Sending reminders at a period (10 months, 1 year, etc.) after a deal is moved to Closed Won. 

Enabling Salesforce.com Opportunity Syncing

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