In this lesson, I demonstrate how you can add members to a campaign in Salesforce. You will typically add either Leads or Contacts (or both) to a Campaign. These Leads and Contacts are considered Campaign Members as they are added to a Campaign.
The Lead Conversion Process is where Marketing hands leads over to Sales. During this process a Lead is converted into a Contact, Account and/or an Opportunity. That's up to three new records created from a single Lead record. I demonstrate how to not only convert leads into those three different...
In this lesson, I walk you through how to capture leads from a website via the Web-to-Lead functionality on the Salesforce platform. The Web-to-Lead process generates basic HTML for a web-based form that can be either further styled or eventually embedded into a website.
In this lesson, we look at Campaign Hierarchy and how to set them up and adjust multiple Campaigns into a hierarchy.
