Opportunities Overview
Available in: All Editions that signed up prior to Summer '09
Available in: Group, Professional, Enterprise, Unlimited, and Developer Editions that signed up during or after Summer '09
Not Available in Database.com
Opportunities are the sales and pending deals that you want to track. By adding opportunities, you are also building your “pipeline,” which will contribute to your forecast. You can also link opportunities to campaigns to help measure the ROI of your marketing programs. In addition, you can create quotes, which show proposed prices for products and services, from an opportunity.
The Opportunities tab displays a home page that lets you quickly create and locate opportunities. You can also sort and filter opportunities using standard and custom list views. In addition, this tab lets you view and edit detailed information on each opportunity to which you have access.
See Also:
Opportunities HomeViewing Opportunity Lists-
Campaigns Overview
Available in: Professional, Enterprise, Unlimited, and Developer Editions
A campaign is an outbound marketing project that you want to plan, manage, and track within Salesforce. It can be a direct mail program, seminar, print advertisement, email, or other type of marketing initiative. You can organize campaigns into hierarchies for easy analysis of related marketing tactics.
The Campaigns tab displays a home page that lets you quickly locate and report on campaigns. You can also sort and filter campaigns using standard and custom list views. In addition, this tab lets you view and edit detailed information on campaigns.
Note
_img src="
https://help.salesforce.com/img/help/helpNote_icon.gif" /_To manage campaigns, users must have the Marketing User checkbox selected on their personal information page, the appropriate user permissions, and sharing access to the campaign. Other users can only view campaigns and run campaign reports. See Who has access to campaigns?.
In addition, campaigns cannot be disabled for your organization if campaigns are referenced in Apex. For more information, see Force.com Apex Code Overview.
See Also:
Campaigns HomeTip sheet: Five Steps for Managing CampaignsAdministrator setup: Campaign Management Implementation GuideHello Jennifer, as you seem to get started with CRM generically speaking, I would suggest to watch some of the good videos Salesforce put at disposal to get familiar with CRM concepts, such as this one:
http://www.salesforce.com/customer-resources/learning-center/#.before-you-start
