There are several ways that a new contact record can be created in Salesforce. We revisit the lead conversion process and how a new contact is created from this process, along with its associated account record, and the optional new opportunity that is also created during the lead conversion process. We also create new contact records from an account record, and from the Contacts tab.
We also spend time discussing and demonstrating the Reports To field on the Contact object. It is through this field that you can begin creating an org chart for your client accounts, reporting who your contacts report to, and even view the hierarchy of these accounts.
In this lecture we cover the various ways you can correspond with Contacts in Salesforce. These methods include logging calls, sending emails, and more.
Chatter functionality to enable collaboration on contact records in Salesforce is covered.
The Sales Process in Salesforce dictates the various stages that an opportunity goes through in the lifecycle of a deal. This lecture covers the various stages that can be set for an Opportunity, and how the stage impacts your forecasted revenue, as you move closer to closing a deal. We also expl...
