Tracking leads in Salesforce is important so that your team and management have visibility into your work. Lead tracking also makes your team more efficient. This video explains the importance of tracking leads and opportunities in Salesforce.
- [Instructor] Let's talk about the importance…of tracking leads.…When you're dealing with hundreds or even thousands…of leads, it's important for your team…to track activity for several reasons.…First, if you're working as part of a team,…you want to make sure your actions are not duplicated.…You don't want to spend your time qualifying leads…that someone else has already talked to.…Second, you want other people in your company…to see the work you and your team have been doing,…and that can be especially important as it relates…to job performance.…And third, the best reason to track your activity…is because it will make you more efficient.…
So let's take a look at how we can track our activity…with leads.…I'm going to pull up my leads homepage and take a look…at all of my open leads.…Let's open a current lead, I'm going to open up…Betty Bair, and let's track some activity.…I'm going to scroll down to activity history…and I'm going to log a call because I'm going to leave Betty…a message.…I can select a date here, and I need to set up…
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