Steps to create AccountTeam:

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Setup
|-----Build
|-------Customize
|--------Accounts
|-------Account Teams
|------Enable Account Tean

2. Create the Account Team Roles

Setup
|-----Build
|-------Customize
|--------Accounts
|-------Account Teams
|------Account Team Member Roles

3. Add the Account Team Member

Tabpanel
|-----Account Tab
|------Open the Detail of Record
|----Account Team Related List
|-----Add

4. Default Team :

Every user can create defalut Account team

it is set of users with whom you generally work together .

Setup
|----Adminster
|------Manage Users
|------Users
|-----User Name
|-----Account Defualt Team
|----Add Member

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Contacts :

1.A Person | Organization who has a infulence on the Account.

2.Relation between account and contact is lookup .

3.When we delete account ,corresponding contacts are also deleted

4.We can create a new contact with out Account

5.Contact Role :
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Opportunity :

1.Any Event which can generate revenue to the company is called Opportunity .

2.Qualified Leads will be converted into opportunity with probability :0%

3.Some time opportunities are created directly

4.

Forecast: This gives esitmate about the revenue genarated next quaters based on
the
opportunities

We can have forecast type as

1.Revenue forecast

2. Quantity forecast

Enable the forecast

Setup
|-----Build
|-----Customize
|--------Forecase
|-----Forecast Settings
|------Enable ForeCast

Forecast Opportunity Revenue can be view in multiple currencies depending

on user who is viewing the forecast

Forecast Adjustment :

Adjusting the forecast amount without making changes on Opportunities is

called forecast adjustment .

There are two types of forecast adjustment

1. Manager Adjustment

2. Owner Adjustments

Forecast can be made based on Quaterly | Period :

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1. Opportunity :

1. OpportunityTeamMember

2. OpportunityTeam
 3. OpportunityProductLineItems

4. Sales Process :

5. Quote

6. Contract

7. Order

8. ForeCast
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