Salesforce Opportunity Page Tour

Chatter Feed

Outstanding Documents Indicator (ODI)

Chatter Feed

The chatter feed on the top Left of the Opportunity portrays stage movements and account changes. It is also used as a communication method, sort of like a social media feed, where Sales and internal departments can @ mention eachother for visibility. It is recommended to always have your Chatter feed open so you don't miss any crucial information that can help with the investigation of a deal. Once opened, it will remain open on every deal you pull up unless you click on "Hide Feed".

Outstanding Documents Indicator (ODI)

This is essentially a requirements map of the project. It only populates once a deal hits Stage 4 .The deal will not be able to be submitted until all of the requirements are met. The requirements needed are based on Sales organization, Market, and Agreement Type.