Watch this video and more on Mike Wheeler Media +

Watch this video and more on Mike Wheeler Media +

Corresponding with Contacts in Salesforce

Salesforce Classic New User Training • 9m 48s

Up Next in Salesforce Classic New User Training

  • Contact Collaboration with Chatter

    Chatter functionality to enable collaboration on contact records in Salesforce is covered.

  • Understanding The Opportunity Record...

    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...

  • Contact Roles on Opportunities - Deci...

    This lecture covers working with external people that belong to the company you are trying to win the business of. Contact Roles are where you assign contacts as Decision Makers, Influencers, Executive Sponsors, etc.