Salesforce Leads, Contacts & Accounts for Beginners
Salesforce Leads, Contacts & Accounts for Beginners: The quick and simple way to track your leads, contacts, vendors, customers and partners in Salesforce (Getting Started with Salesforce Book 1)
This book will enable you to make more money by:
– helping you work more efficiently, quickly finding and following up with your clients and prospects in Salesforce;
– ensuring that your clients and prospects are not “lost” in your Salesforce database;
– increasing your knowledge and expertise in Salesforce, making you more marketable in today’s competitive job market.
In this book you will learn how to:
– import your leads, prospects, customers, competitors, vendors into Salesforce
– assign individual and company entries to particular members of your team
– find Salesforce leads, contacts and accounts with minimal clicks
– edit and update your Salesforce records
– clone and delete Salesforce leads, contacts and accounts
– eliminate duplicate records using Salesforce merge functionality
– create List Views to easily find those Salesforce records that require the most attention
Table of Contents
Section 1: Lea
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