Viewing and assigning leads in Salesforce ensures that all your leads are being managed by your sales team. This video will show you a variety ways to view your leads and how they can easily be assigned to sales people.
- [Instructor] Let's take a look at the leads tab.…There are several different ways I can view my leads.…Next to view, you'll see a drop down…menu and you'll have several different choices.…You can also create a new view here if…for example you wanted to see just California leads.…The other place you can view leads is in the reports tab.…There are some default reports already set up…and you can create custom reports and…dashboards based on your leads here.…How you view sales force leads is up to you…and how you work, so customize it in…whatever way works best for you.…
Now let's talk about assigning leads.…Let's go back to the leads tab.…If you are a sales force manager, you may…be assigning many leads to your team.…To assign a lead manually, it's fairly simply.…Let's click on Betty Bair, you'll see…right here is a change button and you can…just start typing in a name and you'll…see Lynda pops up and you have the option…here to send a notification email.…I highly recommend checking this box.…By doing that, Lynda will get an automated email…
LinkedIn Learning (Lynda.com) is a PMI Registered Education Provider. This course qualifies for professional development units (PDUs). To view the activity and PDU details for this course, click here.
The PMI Registered Education Provider logo is a registered mark of the Project Management Institute, Inc.
- Describe the various reports in Salesforce and what information they provide.
- Explain how products and price books are used in Salesforce.
- Differentiate between forecasts and custom reports.