- [Instructor] I'm creating a new lead here in Salesforce in the New Lead form, and this is Antonio Huevas. And Antonio is with SAMOCA, and he is a Talent Recruiter. Now, I'm going to save him first, and then after I save him I can scroll down, and this will take a second to load after I save.
You can always click the arrow to collapse it and then fire it back up. And here we go, Antonio Huevas, talent recruiter at San Angelico Museum. That's great. I'm gonna match him up, and I'm going to click here to save him as a lead, not just here but also in Sales Navigator.
- Installing the app
- Setting up folders and page layouts
- Installing CRM Sync
- Enabling write-back from Sales Navigator
- Finding and viewing leads and contacts
- Viewing accounts and opportunities
- Viewing synced Sales Navigator data in Salesforce