This lecture sets the stage for the ATTRACT section of the course - Marketing. We will cover how to automate and optimize your lead management processes on the Salesforce platform.
In this lecture we cover the different ways you can correspond with leads in Salesforce. We cover sending emails from Salesforce, and logging calls. These correspondence activities are in Activity Management in Salesforce. We also tour the WYSIWYG editor available while sending emails from Salesf...
You can collaborate on Leads in Salesforce by using Chatter. We go over the core collaboration features of Chatter, which enables you to discuss and strategize within an actual Lead record in Salesforce. We cover following records, liking posts, @ mentioning co-workers, creating groups, and even ...
