Leads, Opportunities, & Accounts
Salesforce Lightning
14 Videos | 59m 17s - Earns a Badge
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
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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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1.Creating a lead5m 36sUP NEXT
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2.Managing your leads4m 32s
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3.Editing a lead3m 25s
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4.Converting a lead2m 41s
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5.Consulting your accounts3m 4s
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6.Creating a new account4m 1s
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7.Updating an account3m 3s
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8.Creating an opportunity5m 50s
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9.Managing your opportunities4m 40s
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10.Updating an opportunity3m 23s
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11.Transferring an element4m 48s
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12.Managing your campaigns4m 16s
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13.Attaching documents4m 43s
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14.Logging a call5m 15s
EARN A DIGITAL BADGE WHEN YOU COMPLETE THIS COURSE
Skillsoft is providing you the opportunity to earn a digital badge upon successful completion of this course, which can be shared on any social network or business platform
Digital badges are yours to keep, forever.
