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Impara Importing Leads into Salesforce | Getting Started Managing Leads in Salesforce
Guida per Principianti a Salesforce
course content

Contenuti del Corso

Guida per Principianti a Salesforce

Guida per Principianti a Salesforce

1. Understanding CRMs Basics with Salesforce
2. Getting Started Managing Leads in Salesforce
3. Closing Deals & Managing Opportunities in Salesforce
4. Salesforce Customer Support & Case Management
5. Email Communications and Quick Texts in Salesforce
6. Salesforce Reporting & Analytics

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Importing Leads into Salesforce

EcoMarket Deliveries has decided to outsource lead generation to a third party. This third party has gathered data on thousands of retirement centers across the U.S. and delivered it as a spreadsheet. Now, our task is to import this data into Salesforce effectively, ensuring all relevant information is properly mapped.

question mark

When preparing a spreadsheet for importing leads, why might you need to change "$1,000,000" to "1000000"?

Select the correct answer

Tutto è chiaro?

Come possiamo migliorarlo?

Grazie per i tuoi commenti!

Sezione 2. Capitolo 5

Chieda ad AI

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Chieda ad AI

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course content

Contenuti del Corso

Guida per Principianti a Salesforce

Guida per Principianti a Salesforce

1. Understanding CRMs Basics with Salesforce
2. Getting Started Managing Leads in Salesforce
3. Closing Deals & Managing Opportunities in Salesforce
4. Salesforce Customer Support & Case Management
5. Email Communications and Quick Texts in Salesforce
6. Salesforce Reporting & Analytics

book
Importing Leads into Salesforce

EcoMarket Deliveries has decided to outsource lead generation to a third party. This third party has gathered data on thousands of retirement centers across the U.S. and delivered it as a spreadsheet. Now, our task is to import this data into Salesforce effectively, ensuring all relevant information is properly mapped.

question mark

When preparing a spreadsheet for importing leads, why might you need to change "$1,000,000" to "1000000"?

Select the correct answer

Tutto è chiaro?

Come possiamo migliorarlo?

Grazie per i tuoi commenti!

Sezione 2. Capitolo 5
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