Autoplay
Autocomplete
Previous Lesson
Complete and Continue
Learn How To Manage Leads in Salesforce Classic
Introduction
Read Me First!
Download Your Workbook Here
How to Get the Most out of This Course (5:31)
Leads Tab Overview
Working with the Leads Tab (4:32)
List Views for Leads
Working with List Views on Leads (10:00)
Searching for Leads
How to Search for Leads (4:32)
Creating New Leads
How to Create New Leads (4:16)
Update Existing Leads
How to Update Existing Leads (1:31)
What's the Lead Status & How Do I Use It? (1:16)
Find & Merge Duplicate Leads
How to Find & Merge Duplicate Leads (4:04)
Tracking Activities with Leads
How to Log Calls, Tasks, Events & Follow Ups w Leads (11:46)
Understanding Campaign History on Leads
Leads and Campaigns (5:59)
Using Chatter on Leads
How to Use Chatter on Leads (3:09)
Lead Conversion
What is Lead Conversion & How Does it Work? (4:53)
Bonus for Nonprofits: Lead Conversion for Nonprofits
Lead Conversion for Nonprofits (3:58)
Using Leads on Salesforce1 Mobile
Working with Leads on Salesforce1 (4:28)
Additional Resources
Additional Resources for This Course
How to Log Calls, Tasks, Events & Follow Ups w Leads
Lesson content locked
If you're already enrolled,
you'll need to login
.
Enroll in Course to Unlock