Leads, Opportunities, & Accounts

Salesforce Lightning    |    Intermediate
  • 14 Videos | 59m 17s
  • Earns a Badge
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To get the most out of Salesforce, you must be able to work with leads, accounts, and opportunities. Explore these concepts, and discover how to create, edit, and manage them in Salesforce.

WHAT YOU WILL LEARN

  • create leads in Salesforce
    manage your leads in Salesforce
    edit a lead in Salesforce
    convert a lead in Salesforce
    consult your accounts in Salesforce
    create new accounts in Salesforce
    update an account in Salesforce
  • create opportunities in Salesforce
    manage your opportunities in Salesforce
    update an opportunity in Salesforce
    transfer elements in Salesforce
    manage your companies in Salesforce
    attach documents in Salesforce
    log calls in Salesforce

IN THIS COURSE

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