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 records but also how the fields are mapped over from Lead into Contact, Account and Opportunity.
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.
In this lesson we discuss the primary sales components of typical Salesforce applications.
