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 Salesforce.
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 ...
Any effective marketer is well-versed in creating, coordinating, and executing campaigns. The core features and functions found in Campaign Management in Salesforce are covered in this lecture.
This lecture covers the different ways you can add people to a Campaign. We cover adding leads to a Campaign individually. We also cover mass-adding campaign members via a .csv file, which is very helpful when you receive lead lists after hosting a booth at a conference or tradeshow, for example....
