Start leveraging Salesforce like a power user. Learn how to manage teams inside of Salesforce and learn how to work with pricing, products, leads, and reports.
Overview
Syllabus
Introduction
- Welcome
- What to know before watching this course
- The importance of rules and quality data
- Understand the leads lifecycle
- How to view and assign leads
- The importance of tracking
- View team leads and opportunities
- Transfer leads and opportunities
- Create basic sales reports
- Create reports by salesperson
- Create reports by teams
- Create a goals-based dashboard
- View your sales pipeline with dashboards
- How products and price books are used in Salesforce
- How to set up a price book
- How to set up a product
- How are forecasts used?
- View and adjust forecasts
- View quotas in forecasts
- Next steps
Taught by
Christine Volden
