In this video for new Sales Cloud users, learn how to customize lead management for your business. Learn how to use the lead object to create and manage leads in Salesforce.
For additional resources and information mentioned in this video, or to sign up for an individual follow-up session (available to Premier and Signature Success Plan customers), click here: https://cs.salesforce.com/portraits/a...
0:00 Intro and Overview
0:12 Learning Objectives
0:25 Define Leads
1:29 Lead Record
3:52 Demo: Add a New Lead
4:26 Demo: Lead Conversion
5:58 Lead Management Strategies
6:52 Recap and Next Steps
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Implement: Sales Cloud: Manage Leads
Salesforce is a customer relationship management solution that brings companies and customers together. It's one integrated CRM platform that gives all your departments — including marketing, sales, commerce, and service — a single, shared view of every customer.
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