From the course: Salesforce Tips

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Weekly review leads and opportunities

Weekly review leads and opportunities - Salesforce Tutorial

From the course: Salesforce Tips

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Weekly review leads and opportunities

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- [Instructor] Salesforce is all about data, but data is only useful if it's accurate. One of the biggest mistakes I often see in Salesforce is people neglecting to update their leads or opportunities and forgetting to do things like update close dates, deal changes, or any missing information. All of these details are essential, not only for you, but for your managers and the execs at your company so that they can do accurate forecasts. So, what I highly recommend is to schedule a little bit of time each week to do a leads and opportunities review. So, your company may not use leads and in that case, you have a little less work, but for example, at one company I worked for, we needed to have all the opportunities updated by Friday at noon, so let's just check out how to do that and how to easily update them. So, I'm on the Home page now, I'm going to go over to Opportunities and of course I'm going to look at all of my opportunities, and I want to look at anything that has not been…

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