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Learn How To Manage Leads in Salesforce Classic
Introduction
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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
What is Lead Conversion & How Does it Work?
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