In this lecture, I show you how to create a new campaign in Lightning Experience. I also show you the various list views available for Campaigns in Lightning.
I discuss budgeted vs. actual cost vs. expected revenue. We also look at Campaign Influence with Opportunities. We also look at Campaign Totals for leads, contacts and opportunities that derive from a Campaign.
I also demonstrate creating an event tied to a Campaign through Activity Management on a Campaign.
In this lecture I show you how to collaborate on Leads in Chatter. We cover Chatter basics, such as @ mentioning users, creating topics via hashtags, the WYSIWYG editor and more.
I create a Chatter Poll, how to vote, and refresh. I also cover how to pose a Question in Chatter as well.
I also h...
In this lecture, I discuss the different areas we will be covering as it relates to Sales in Lightning Experience.
I demonstrate how the Account page layout in Lightning is designed more from a reference than an action standpoint. I compare the Account page and how it differs from Opportunities and Leads - explaining why Activity Management appears in different locations across different objects.
I demonstra...
