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Impara Understanding Leads, Contacts, Accounts, and Opportunities in 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

book
Understanding Leads, Contacts, Accounts, and Opportunities in Salesforce

In Salesforce, managing potential customers and business relationships involves different data categories: Leads, Contacts, Accounts, and Opportunities. Each serves a distinct purpose in organizing and progressing through the sales process. Let's break down what each term means and how they work together.

question mark

When converting a lead in Salesforce, which of the following records is NOT automatically created?

Select the correct answer

Tutto è chiaro?

Come possiamo migliorarlo?

Grazie per i tuoi commenti!

Sezione 2. Capitolo 4

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
Understanding Leads, Contacts, Accounts, and Opportunities in Salesforce

In Salesforce, managing potential customers and business relationships involves different data categories: Leads, Contacts, Accounts, and Opportunities. Each serves a distinct purpose in organizing and progressing through the sales process. Let's break down what each term means and how they work together.

question mark

When converting a lead in Salesforce, which of the following records is NOT automatically created?

Select the correct answer

Tutto è chiaro?

Come possiamo migliorarlo?

Grazie per i tuoi commenti!

Sezione 2. Capitolo 4
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