Leads, Opportunities & Accounts in Salesforce Lightning (2018 update)

IN THIS COURSE

• 1.  Speaking the sales language in Salesforce Lightning (2018 update)
  6m 52s
  In order to get the most out of your Salesforce experience, you'll need to understand a bit more regarding the sales language used by the platform. See how to identify and understand the key terms used by Salesforce in order to follow your sales deals from start to finish. FREE ACCESS
• 2.  Understanding the sales path in Salesforce Lightning (2018 update)
  5m 55s
  Salesforce enables you to follow your sales from the start to the closing of a deal. Each sales path can be unique but Salesforce enables you to identify and follow key guidelines to follow your sales path to success. FREE ACCESS
• 3.  Creating a lead in Salesforce Lightning (2018 update)
  5m 56s
  Sales prospects or leads, are people potentially interested in the company's products. Leads can come from different sources, people you may have met at an event or contacts from your list. You will see in this module how to create and add information to your leads in Salesforce. FREE ACCESS
• 4.  Managing your leads in Salesforce Lightning (2018 update)
  5m 8s
  If you have a lot of leads seeing how to sort and manage them could be useful. See how to navigate and use the lead management options on Salesforce. FREE ACCESS
• 5.  Editing a lead in Salesforce Lightning (2018 update)
  4m 31s
  As your leads evolve you can update their status, edit contact information or even delete leads who are no longer interested. See how to edit your leads with Salesforce. FREE ACCESS
• 6.  Analyzing leads in Salesforce Lightning (2018 update)
  4m 40s
  Leads are your prospects who’ve expressed interest in your product, but you haven’t yet qualified to buy. In Salesforce, your goal with leads is to drive conversion, the moment when a prospect becomes qualified to buy. See how to identify and use the lead stages to guide your leads to conversions on Salesforce. FREE ACCESS
• 7.  Converting a lead in Salesforce Lightning (2018 update)
  3m 55s
  Once a lead is interested in your product you can convert them from a lead to an opportunity. See how to convert your leads within Salesforce. FREE ACCESS
• 8.  Consulting your accounts in Salesforce Lightning (2018 update)
  6m 11s
  Accounts are companies you have a relationship with whether it's a prospect, customer, partner or competitor. See how to access, filter and sort your accounts within Salesforce. FREE ACCESS
• 9.  Creating a new account in Salesforce Lightning (2018 update)
  4m 44s
  You can create a new account without converting leads. See how to create and add information to your new account on Salesforce. FREE ACCESS
• 10.  Updating an account in Salesforce Lightning (2018 update)
  4m 52s
  Updating your accounts within Salesforce is simple. See how to access, edit and remove your accounts. FREE ACCESS
• 11.  Creating an opportunity in Salesforce Lightning (2018 update)
  6m 9s
  You can create a new opportunity by converting a lead or you can create a new opportunity from the object page. See how to access and create new opportunities on Salesforce. FREE ACCESS
• 12.  Managing your opportunities in Salesforce Lightning (2018 update)
  5m 39s
  Once your opportunities have been created you can manage and add information as needed. See how to organize and view your opportunities on Salesforce. FREE ACCESS
• 13.  Updating an opportunity in Salesforce Lightning (2018 update)
  3m 31s
  You have many options on how to update your opportunities. See how to edit, update your stages and even delete an opportunity on Salesforce. FREE ACCESS
• 14.  Transferring an element in Salesforce Lightning (2018 update)
  3m 48s
  Transferring ownership for leads, opportunities and accounts is possible with Salesforce. See how to transfer your Salesforce elements with ease. FREE ACCESS
• 15.  Analyzing existing customers in Salesforce Lightning (2018 update)
  4m 54s
  When you receive a new lead, it's important to verify and check that it is not attached to an existing account. Once you verify and cross-check your existing accounts, you can decide whether a new lead or opportunity should be created. FREE ACCESS
• 16.  Viewing your pipeline in Salesforce Lightning (2018 update)
  4m 13s
  As your opportunities progress through the sales path, you'll need to keep track of where they are at their different stages. See how to get a global view of your opportunities with the pipeline view report on Salesforce. FREE ACCESS
• 17.  Calculating the closing probability in Salesforce Lightning (2018 update)
  4m 4s
  How healthy is your sales pipeline right now? In order to calculate your closing probability, you will need to define a few key metrics in the sales process. See different ways on how to define your pipeline values in order to progress through the sales process. FREE ACCESS
• 18.  Managing your campaigns in Salesforce Lightning (2018 update)
  6m 15s
  Your marketing campaigns can be updated and managed via Salesforce. See how to create, edit and manage your campaigns. FREE ACCESS
• 19.  Attaching documents in Salesforce Lightning (2018 update)
  5m 49s
  If you'd like to add a note or upload a document to a lead, opportunity, or account, you can do so easily with Salesforce. See how to add, upload, and remove documents from your Salesforce objects. FREE ACCESS