Leads, Opportunities & Accounts
Salesforce Lightning (2018 update)
| Intermediate
- 19 Videos | 1h 37m 6s
- Includes Assessment
- 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
-
speak the Salesforce Lightning sales languageunderstand the Salesforce Lightning sales pathcreate a lead in Salesforce Lightningmanage you leads in Salesforce Lightningedit a lead in Salesforce Lightninganalyze leads in Salesforce Lightningconvert a lead in Salesforce Lightningconsult your accounts in Salesforce Lightningcreate a new Salesforce Lightning countupdate a Salesforce Lightning count
-
create an opportunity in Salesforce Lightningmanage your opportunities in Salesforce Lightningupdate an opportunity in Salesforce Lightningtransfer an element in Salesforce Lightninganalyze existing customers in Salesforce Lightningview your Salesforce Lightning pipelinecalculate the closing probability in Salesforce Lightningmanage your campaigns in Salesforce Lightningattach documents in Salesforce Lightning
IN THIS COURSE
-
1.Speaking the sales language6m 52sUP NEXT
-
2.Understanding the sales path5m 55s
-
3.Creating a lead5m 56s
-
4.Managing your leads5m 8s
-
5.Editing a lead4m 31s
-
6.Analyzing leads4m 40s
-
7.Converting a lead3m 55s
-
8.Consulting your accounts6m 11s
-
9.Creating a new account4m 44s
-
10.Updating an account4m 52s
-
11.Creating an opportunity6m 9s
-
12.Managing your opportunities5m 39s
-
13.Updating an opportunity3m 31s
-
14.Transferring an element3m 48s
-
15.Analyzing existing customers4m 54s
-
16.Viewing your pipeline4m 13s
-
17.Calculating the closing probability4m 4s
-
18.Managing your campaigns6m 15s
-
19.Attaching documents5m 49s
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.