Overview
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Learn how to use Salesforce to manage a sales pipeline and existing customers.
Syllabus
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Introduction
- Learning the essentials of Salesforce
- Accessing Salesforce through your company
- Accessing Salesforce on your own
- How Salesforce organizes your customer data
- How to navigate Salesforce
- Using search in Salesforce
- Rely on the Salesforce home tab
- How to create accounts
- How to add contacts to accounts
- How to create tasks
- Use list views
- Create custom list views
- Use simple account and contact reports
- What are opportunities in Salesforce?
- How to create an opportunity
- Link contacts to opportunities
- How Path can save you time
- Use the Kanban to keep opportunities updated
- How to use opportunity reports and dashboards
- Manage activities to move deals forward
- What are leads in Salesforce
- Managing a lead through qualification
- How to convert a lead into a customer
- Next steps
